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 | $99,608 | $89,355+11.5% | $141,162-29.4% | $72,985+36.5% |
| Participation rate | 98.4% | 75.1%+23.3pp | 82.5%+15.9pp | 69.5%+28.9pp |
| Annual return | 15.64% | 111.85%-96.2pp | 71.39%-55.7pp | 81.00%-65.4pp |
| Employer contribution / active EE | $4,229 | $3,114+35.8% | $4,735-10.7% | $2,440+73.3% |
| Participant deferral / active EE | $4,763 | $5,418-12.1% | $6,709-29.0% | $3,607+32.0% |
| Admin fee / account holder | $1,666 | $5,958-72.0% | $10,261-83.8% | $5,124-67.5% |