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 | $98,524 | $85,766+14.9% | $136,294-27.7% | $70,131+40.5% |
| Participation rate | 97.7% | 74.2%+23.5pp | 81.9%+15.8pp | 69.5%+28.1pp |
| Annual return | 11.70% | 31.45%-19.8pp | 5155.94%-5144.2pp | 73.14%-61.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,597 | $5,051+30.6% | $6,247+5.6% | $3,332+98.0% |
| Admin fee / account holder | $7,320 | $5,420+35.1% | $9,243-20.8% | $4,645+57.6% |