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 | $102,906 | $89,355+15.2% | $141,162-27.1% | $72,985+41.0% |
| Participation rate | 98.1% | 75.1%+23.0pp | 82.5%+15.6pp | 69.5%+28.6pp |
| Annual return | 17.33% | 111.85%-94.5pp | 71.39%-54.1pp | 81.00%-63.7pp |
| Employer contribution / active EE | $2,852 | $3,114-8.4% | $4,735-39.8% | $2,440+16.9% |
| Participant deferral / active EE | $12,915 | $5,418+138.4% | $6,709+92.5% | $3,607+258.0% |
| Admin fee / account holder | $9,701 | $5,958+62.8% | $10,261-5.5% | $5,124+89.3% |