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 | $97,391 | $65,409+48.9% | $98,442-1.1% | $85,850+13.4% |
| Participation rate | 88.2% | 65.0%+23.2pp | 73.3%+14.9pp | 69.3%+18.9pp |
| Annual return | 9.73% | 21.76%-12.0pp | 1492.73%-1483.0pp | 318.53%-308.8pp |
| Employer contribution / active EE | $4,911 | $2,168+126.5% | $2,960+65.9% | $2,565+91.4% |
| Participant deferral / active EE | $7,867 | $3,166+148.4% | $4,276+84.0% | $3,952+99.1% |
| Admin fee / account holder | $74,605 | $4,593+1524.4% | $5,949+1154.0% | $6,260+1091.8% |