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 | $94,858 | $59,443+59.6% | $70,164+35.2% | $75,163+26.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 7.75% | 18.53%-10.8pp | 18.87%-11.1pp | 160.62%-152.9pp |
| Employer contribution / active EE | $4,576 | $3,306+38.4% | $4,287+6.7% | $2,670+71.4% |
| Participant deferral / active EE | $6,110 | $3,653+67.3% | $5,395+13.3% | $4,125+48.1% |
| Admin fee / account holder | $9,467 | $4,397+115.3% | $4,561+107.6% | $5,651+67.5% |