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 | $106,136 | $102,317+3.7% | $146,958-27.8% | $80,856+31.3% |
| Participation rate | 85.4% | 75.8%+9.6pp | 82.2%+3.3pp | 67.6%+17.8pp |
| Annual return | 11.67% | 134.76%-123.1pp | 418.34%-406.7pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,453 | $3,713-60.9% | $4,933-70.5% | $2,755-47.3% |
| Participant deferral / active EE | $8,245 | $6,644+24.1% | $8,070+2.2% | $4,296+91.9% |
| Admin fee / account holder | $63,929 | $7,941+705.0% | $12,998+391.8% | $6,918+824.1% |