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 | $90,797 | $105,181-13.7% | $159,436-43.1% | $85,850+5.8% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.8%+13.2pp | 69.3%+26.7pp |
| Annual return | 11.74% | 45.07%-33.3pp | 263.57%-251.8pp | 318.53%-306.8pp |
| Employer contribution / active EE | $2,836 | $3,318-14.5% | $4,829-41.3% | $2,565+10.6% |
| Participant deferral / active EE | $13,186 | $5,945+121.8% | $7,352+79.3% | $3,952+233.7% |
| Admin fee / account holder | $5,155 | $6,933-25.6% | $10,799-52.3% | $6,260-17.6% |