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 | $109,825 | $100,041+9.8% | $149,718-26.6% | $70,131+56.6% |
| Participation rate | 93.5% | 83.6%+10.0pp | 87.1%+6.5pp | 69.5%+24.0pp |
| Annual return | 12.77% | 27.43%-14.7pp | 1501.63%-1488.9pp | 73.14%-60.4pp |
| Employer contribution / active EE | $11,454 | $3,662+212.8% | $5,445+110.4% | $2,342+389.0% |
| Participant deferral / active EE | $5,148 | $4,983+3.3% | $6,569-21.6% | $3,332+54.5% |
| Admin fee / account holder | $1,493 | $8,286-82.0% | $11,283-86.8% | $4,645-67.9% |