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 | $88,097 | $77,899+13.1% | $149,673-41.1% | $75,163+17.2% |
| Participation rate | 86.7% | 65.6%+21.1pp | 78.8%+7.9pp | 67.2%+19.5pp |
| Annual return | 6.83% | 31.72%-24.9pp | 134.42%-127.6pp | 160.62%-153.8pp |
| Employer contribution / active EE | $6,185 | $3,137+97.1% | $4,818+28.4% | $2,670+131.7% |
| Participant deferral / active EE | $4,341 | $3,411+27.3% | $5,680-23.6% | $4,125+5.2% |
| Admin fee / account holder | $65,236 | $5,956+995.2% | $13,210+393.8% | $5,651+1054.4% |