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 | $102,013 | $91,190+11.9% | $178,490-42.8% | $79,858+27.7% |
| Participation rate | 94.1% | 69.2%+24.9pp | 81.9%+12.2pp | 69.6%+24.5pp |
| Annual return | 4.13% | 24.19%-20.1pp | 151.07%-146.9pp | 31.71%-27.6pp |
| Employer contribution / active EE | $9,749 | $3,256+199.4% | $5,011+94.6% | $2,471+294.6% |
| Participant deferral / active EE | $2,454 | $3,236-24.2% | $5,202-52.8% | $3,740-34.4% |
| Admin fee / account holder | $3,416 | $6,751-49.4% | $13,984-75.6% | $5,306-35.6% |