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 | $112,194 | $54,705+105.1% | $71,209+57.6% | $84,808+32.3% |
| Participation rate | 84.6% | 64.1%+20.5pp | 73.8%+10.9pp | 68.3%+16.3pp |
| Annual return | 12.49% | 35.90%-23.4pp | 282.51%-270.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $2,532 | $2,158+17.4% | $2,721-6.9% | $2,631-3.8% |
| Participant deferral / active EE | $7,001 | $3,030+131.0% | $4,175+67.7% | $4,212+66.2% |
| Admin fee / account holder | $26,589 | $4,863+446.7% | $5,349+397.1% | $7,344+262.1% |