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 | $109,613 | $93,571+17.1% | $135,903-19.3% | $75,163+45.8% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 9.83% | 30.90%-21.1pp | 68.23%-58.4pp | 160.62%-150.8pp |
| Employer contribution / active EE | $1,001 | $3,537-71.7% | $4,856-79.4% | $2,670-62.5% |
| Participant deferral / active EE | $5,173 | $6,404-19.2% | $7,758-33.3% | $4,125+25.4% |
| Admin fee / account holder | $25,195 | $6,975+261.2% | $10,762+134.1% | $5,651+345.9% |