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 | $109,569 | $109,359+0.2% | $162,163-32.4% | $72,985+50.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 3.02% | 25.46%-22.4pp | 115.59%-112.6pp | 81.00%-78.0pp |
| Employer contribution / active EE | $5,856 | $3,907+49.9% | $5,614+4.3% | $2,440+140.0% |
| Participant deferral / active EE | $4,120 | $5,481-24.8% | $7,298-43.5% | $3,607+14.2% |
| Admin fee / account holder | $12,938 | $7,972+62.3% | $10,843+19.3% | $5,124+152.5% |