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 | $112,870 | $87,013+29.7% | $106,213+6.3% | $80,856+39.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 9.84% | 17.05%-7.2pp | 116.14%-106.3pp | 35.59%-25.8pp |
| Employer contribution / active EE | $2,692 | $2,395+12.4% | $3,171-15.1% | $2,755-2.3% |
| Participant deferral / active EE | $3,917 | $3,986-1.7% | $5,016-21.9% | $4,296-8.8% |
| Admin fee / account holder | $26,851 | $8,431+218.5% | $11,033+143.4% | $6,918+288.1% |