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 | $93,118 | $48,230+93.1% | $67,502+37.9% | $80,856+15.2% |
| Participation rate | 95.2% | 66.4%+28.8pp | 72.9%+22.3pp | 67.6%+27.5pp |
| Annual return | 10.41% | 18.28%-7.9pp | 3512.12%-3501.7pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,482 | $2,020-26.6% | $2,731-45.7% | $2,755-46.2% |
| Participant deferral / active EE | $4,234 | $2,924+44.8% | $4,000+5.9% | $4,296-1.4% |
| Admin fee / account holder | $24,214 | $3,681+557.8% | $3,998+505.7% | $6,918+250.0% |