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 | $107,867 | $65,365+65.0% | $92,893+16.1% | $72,985+47.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 12.09% | 42.10%-30.0pp | 109.41%-97.3pp | 81.00%-68.9pp |
| Employer contribution / active EE | $4,581 | $2,594+76.6% | $3,653+25.4% | $2,440+87.8% |
| Participant deferral / active EE | $6,720 | $3,128+114.8% | $4,236+58.6% | $3,607+86.3% |
| Admin fee / account holder | $12,023 | $4,251+182.8% | $5,794+107.5% | $5,124+134.6% |