See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,884 | $95,803+10.5% | $113,168-6.4% | $84,808+24.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 12.16% | 25.00%-12.8pp | 24.27%-12.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $2,644 | $2,360+12.1% | $2,975-11.1% | $2,631+0.5% |
| Participant deferral / active EE | $4,417 | $4,242+4.1% | $5,107-13.5% | $4,212+4.9% |
| Admin fee / account holder | $33,426 | $8,989+271.9% | $12,068+177.0% | $7,344+355.2% |