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 | $115,238 | $109,881+4.9% | $150,045-23.2% | $84,808+35.9% |
| Participation rate | 98.6% | 76.1%+22.5pp | 82.3%+16.2pp | 68.3%+30.2pp |
| Annual return | 10.28% | 28.25%-18.0pp | 62.55%-52.3pp | 40.90%-30.6pp |
| Employer contribution / active EE | $10,906 | $3,561+206.2% | $4,693+132.4% | $2,631+314.5% |
| Participant deferral / active EE | $8,582 | $6,636+29.3% | $7,997+7.3% | $4,212+103.8% |
| Admin fee / account holder | $60,094 | $8,568+601.4% | $13,435+347.3% | $7,344+718.3% |