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 | $111,273 | $77,145+44.2% | $108,410+2.6% | $85,850+29.6% |
| Participation rate | 81.8% | 74.7%+7.1pp | 80.1%+1.7pp | 69.3%+12.5pp |
| Annual return | 12.66% | 44.54%-31.9pp | 905.27%-892.6pp | 318.53%-305.9pp |
| Employer contribution / active EE | $3,032 | $2,379+27.4% | $3,558-14.8% | $2,565+18.2% |
| Participant deferral / active EE | $6,469 | $5,566+16.2% | $6,563-1.4% | $3,952+63.7% |
| Admin fee / account holder | $11,356 | $5,172+119.6% | $7,295+55.7% | $6,260+81.4% |