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 | $116,595 | $78,422+48.7% | $95,952+21.5% | $79,858+46.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 8.17% | 19.37%-11.2pp | 91.61%-83.4pp | 31.71%-23.5pp |
| Employer contribution / active EE | $1,539 | $1,945-20.9% | $2,541-39.4% | $2,471-37.7% |
| Participant deferral / active EE | $4,432 | $3,440+28.9% | $4,167+6.4% | $3,740+18.5% |
| Admin fee / account holder | $17,475 | $5,622+210.8% | $6,795+157.2% | $5,306+229.3% |