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 | $95,857 | $60,022+59.7% | $88,946+7.8% | $84,808+13.0% |
| Participation rate | 94.6% | 57.8%+36.8pp | 68.8%+25.8pp | 68.3%+26.3pp |
| Annual return | 12.73% | 22.43%-9.7pp | 57.82%-45.1pp | 40.90%-28.2pp |
| Employer contribution / active EE | $5,665 | $1,703+232.7% | $2,555+121.7% | $2,631+115.3% |
| Participant deferral / active EE | $5,897 | $3,114+89.4% | $4,581+28.7% | $4,212+40.0% |
| Admin fee / account holder | $10,126 | $4,811+110.5% | $8,261+22.6% | $7,344+37.9% |