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 | $102,341 | $85,766+19.3% | $136,294-24.9% | $70,131+45.9% |
| Participation rate | 82.1% | 74.2%+8.0pp | 81.9%+0.2pp | 69.5%+12.6pp |
| Annual return | 11.45% | 31.45%-20.0pp | 5155.94%-5144.5pp | 73.14%-61.7pp |
| Employer contribution / active EE | $1,694 | $2,966-42.9% | $4,695-63.9% | $2,342-27.7% |
| Participant deferral / active EE | $4,263 | $5,051-15.6% | $6,247-31.8% | $3,332+27.9% |
| Admin fee / account holder | $57,882 | $5,420+967.8% | $9,243+526.2% | $4,645+1146.0% |