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 | $101,639 | $86,286+17.8% | $111,297-8.7% | $85,850+18.4% |
| Participation rate | 92.9% | 73.3%+19.5pp | 77.3%+15.5pp | 69.3%+23.5pp |
| Annual return | 10.88% | 19.99%-9.1pp | 54.65%-43.8pp | 318.53%-307.7pp |
| Employer contribution / active EE | $797 | $2,043-61.0% | $2,731-70.8% | $2,565-68.9% |
| Participant deferral / active EE | $4,393 | $3,641+20.7% | $4,487-2.1% | $3,952+11.2% |
| Admin fee / account holder | $25,986 | $8,188+217.4% | $7,964+226.3% | $6,260+315.1% |