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 | $121,071 | $77,314+56.6% | $177,989-32.0% | $80,856+49.7% |
| Participation rate | 85.5% | 65.7%+19.8pp | 77.1%+8.4pp | 67.6%+17.8pp |
| Annual return | 7.03% | 18.09%-11.1pp | 294.48%-287.5pp | 35.59%-28.6pp |
| Employer contribution / active EE | $1,250 | $2,292-45.5% | $3,949-68.4% | $2,755-54.6% |
| Participant deferral / active EE | $5,488 | $4,411+24.4% | $6,276-12.6% | $4,296+27.8% |
| Admin fee / account holder | $16,021 | $7,191+122.8% | $10,363+54.6% | $6,918+131.6% |