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 | $111,154 | $95,416+16.5% | $185,823-40.2% | $85,850+29.5% |
| Participation rate | 94.5% | 68.8%+25.8pp | 81.7%+12.8pp | 69.3%+25.2pp |
| Annual return | 9.99% | 23.59%-13.6pp | 122.05%-112.1pp | 318.53%-308.5pp |
| Employer contribution / active EE | $5,384 | $3,314+62.5% | $5,167+4.2% | $2,565+109.9% |
| Participant deferral / active EE | $3,345 | $3,423-2.3% | $5,568-39.9% | $3,952-15.3% |
| Admin fee / account holder | $23,320 | $7,213+223.3% | $16,237+43.6% | $6,260+272.5% |