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 | $95,752 | $60,124+59.3% | $90,404+5.9% | $79,858+19.9% |
| Participation rate | 97.4% | 65.0%+32.4pp | 72.7%+24.7pp | 69.6%+27.7pp |
| Annual return | 9.26% | 71.94%-62.7pp | 1293.02%-1283.8pp | 31.71%-22.5pp |
| Employer contribution / active EE | $2,861 | $2,068+38.4% | $3,262-12.3% | $2,471+15.8% |
| Participant deferral / active EE | $2,861 | $2,938-2.6% | $3,963-27.8% | $3,740-23.5% |
| Admin fee / account holder | $5,385 | $3,976+35.4% | $5,611-4.0% | $5,306+1.5% |