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 | $104,836 | $101,883+2.9% | $453,369-76.9% | $85,850+22.1% |
| Participation rate | 98.4% | 72.3%+26.1pp | 78.0%+20.4pp | 69.3%+29.0pp |
| Annual return | 11.00% | 25.38%-14.4pp | 64.40%-53.4pp | 318.53%-307.5pp |
| Employer contribution / active EE | $1,540 | $2,847-45.9% | $4,070-62.2% | $2,565-40.0% |
| Participant deferral / active EE | $7,373 | $4,782+54.2% | $6,209+18.8% | $3,952+86.6% |
| Admin fee / account holder | $19,931 | $5,706+249.3% | $11,209+77.8% | $6,260+218.4% |