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 | $98,893 | $89,753+10.2% | $107,525-8.0% | $84,808+16.6% |
| Participation rate | 87.5% | 68.1%+19.4pp | 75.1%+12.4pp | 68.3%+19.2pp |
| Annual return | 10.58% | 29.48%-18.9pp | 181.32%-170.7pp | 40.90%-30.3pp |
| Employer contribution / active EE | $4,190 | $3,113+34.6% | $3,754+11.6% | $2,631+59.2% |
| Participant deferral / active EE | $10,393 | $4,056+156.2% | $5,116+103.2% | $4,212+146.8% |
| Admin fee / account holder | $40,961 | $7,222+467.2% | $8,919+359.3% | $7,344+457.8% |