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 | $102,704 | $98,750+4.0% | $149,696-31.4% | $79,858+28.6% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.5%+13.5pp | 69.6%+26.4pp |
| Annual return | 10.47% | 27.43%-17.0pp | 276.60%-266.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $2,296 | $3,216-28.6% | $4,644-50.6% | $2,471-7.1% |
| Participant deferral / active EE | $7,567 | $5,680+33.2% | $6,842+10.6% | $3,740+102.3% |
| Admin fee / account holder | $23,962 | $6,053+295.9% | $9,309+157.4% | $5,306+351.6% |