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 | $101,530 | $109,413-7.2% | $156,263-35.0% | $84,808+19.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 11.09% | 20.18%-9.1pp | 59.47%-48.4pp | 40.90%-29.8pp |
| Employer contribution / active EE | $4,437 | $2,907+52.6% | $4,333+2.4% | $2,631+68.7% |
| Participant deferral / active EE | $4,138 | $4,590-9.8% | $6,158-32.8% | $4,212-1.7% |
| Admin fee / account holder | $33,927 | $9,357+262.6% | $14,255+138.0% | $7,344+362.0% |