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 | $127,850 | $65,561+95.0% | $86,188+48.3% | $75,163+70.1% |
| Participation rate | 90.0% | 60.5%+29.5pp | 69.0%+21.0pp | 67.2%+22.8pp |
| Annual return | 11.74% | 46.05%-34.3pp | 1168.45%-1156.7pp | 160.62%-148.9pp |
| Employer contribution / active EE | $993 | $1,553-36.0% | $2,380-58.3% | $2,670-62.8% |
| Participant deferral / active EE | $6,366 | $3,024+110.5% | $3,985+59.7% | $4,125+54.3% |
| Admin fee / account holder | $11,784 | $5,474+115.3% | $6,852+72.0% | $5,651+108.5% |