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 | $110,508 | $78,422+40.9% | $95,952+15.2% | $79,858+38.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 9.79% | 19.37%-9.6pp | 91.61%-81.8pp | 31.71%-21.9pp |
| Employer contribution / active EE | $3,278 | $1,945+68.5% | $2,541+29.0% | $2,471+32.7% |
| Participant deferral / active EE | $3,742 | $3,440+8.8% | $4,167-10.2% | $3,740+0.1% |
| Admin fee / account holder | $3,757 | $5,622-33.2% | $6,795-44.7% | $5,306-29.2% |