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 | $115,820 | $58,577+97.7% | $83,333+39.0% | $64,186+80.4% |
| Participation rate | 95.0% | 72.0%+23.0pp | 77.8%+17.2pp | 69.6%+25.4pp |
| Annual return | -8.44% | 9.65%-18.1pp | 10.63%-19.1pp | 7.63%-16.1pp |
| Employer contribution / active EE | $2,710 | $2,098+29.1% | $3,379-19.8% | $2,381+13.8% |
| Participant deferral / active EE | $5,074 | $4,654+9.0% | $5,565-8.8% | $3,470+46.2% |
| Admin fee / account holder | $14,649 | $9,275+57.9% | $7,510+95.0% | $4,888+199.7% |