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 | $108,946 | $89,753+21.4% | $107,525+1.3% | $84,808+28.5% |
| Participation rate | 85.3% | 68.1%+17.2pp | 75.1%+10.2pp | 68.3%+17.0pp |
| Annual return | 9.96% | 29.48%-19.5pp | 181.32%-171.4pp | 40.90%-30.9pp |
| Employer contribution / active EE | $8,820 | $3,113+183.3% | $3,754+135.0% | $2,631+235.2% |
| Participant deferral / active EE | $4,704 | $4,056+16.0% | $5,116-8.0% | $4,212+11.7% |
| Admin fee / account holder | $1,124 | $7,222-84.4% | $8,919-87.4% | $7,344-84.7% |