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 | $115,458 | $103,376+11.7% | $87,100+32.6% | $152,861-24.5% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 7.57% | 28.10%-20.5pp | 28.19%-20.6pp | 345.32%-337.8pp |
| Employer contribution / active EE | $2,747 | $3,220-14.7% | $2,521+8.9% | $4,762-42.3% |
| Participant deferral / active EE | $2,747 | $4,778-42.5% | $4,049-32.2% | $5,850-53.1% |
| Admin fee / account holder | $11,832 | $12,205-3.1% | $7,497+57.8% | $11,596+2.0% |