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 | $97,163 | $127,065-23.5% | $113,168-14.1% | $142,382-31.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 9.78% | 24.03%-14.3pp | 24.27%-14.5pp | 217.08%-207.3pp |
| Employer contribution / active EE | $2,481 | $3,442-27.9% | $2,975-16.6% | $4,299-42.3% |
| Participant deferral / active EE | $4,931 | $5,716-13.7% | $5,107-3.4% | $6,507-24.2% |
| Admin fee / account holder | $70,045 | $15,736+345.1% | $12,068+480.4% | $12,624+454.9% |