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 | $130,544 | $98,463+32.6% | $119,258+9.5% | $85,850+52.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.3%+30.7pp |
| Annual return | 11.37% | 38.53%-27.2pp | 30.69%-19.3pp | 318.53%-307.2pp |
| Employer contribution / active EE | $4,303 | $3,698+16.4% | $4,384-1.9% | $2,565+67.8% |
| Participant deferral / active EE | $3,421 | $4,942-30.8% | $6,111-44.0% | $3,952-13.4% |
| Admin fee / account holder | $17,006 | $7,493+127.0% | $7,226+135.3% | $6,260+171.7% |