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 | $94,519 | $24,730+282.2% | $66,042+43.1% | $84,808+11.5% |
| Participation rate | 89.7% | 68.1%+21.7pp | 67.5%+22.2pp | 68.3%+21.4pp |
| Annual return | 11.74% | 79.55%-67.8pp | 52.11%-40.4pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,813 | $857+111.7% | $1,579+14.8% | $2,631-31.1% |
| Participant deferral / active EE | $7,654 | $1,737+340.7% | $2,835+169.9% | $4,212+81.7% |
| Admin fee / account holder | $19,032 | $3,014+531.5% | $5,747+231.2% | $7,344+159.2% |