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 | $90,933 | $105,181-13.5% | $159,436-43.0% | $85,850+5.9% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.8%+7.2pp | 69.3%+20.7pp |
| Annual return | 11.33% | 45.07%-33.7pp | 263.57%-252.2pp | 318.53%-307.2pp |
| Employer contribution / active EE | $4,157 | $3,318+25.3% | $4,829-13.9% | $2,565+62.1% |
| Participant deferral / active EE | $7,518 | $5,945+26.5% | $7,352+2.3% | $3,952+90.3% |
| Admin fee / account holder | $2,262 | $6,933-67.4% | $10,799-79.0% | $6,260-63.9% |