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 | $112,534 | $64,324+74.9% | $118,925-5.4% | $79,858+40.9% |
| Participation rate | 88.2% | 64.9%+23.4pp | 75.4%+12.9pp | 69.6%+18.6pp |
| Annual return | 9.67% | 86.45%-76.8pp | 35.88%-26.2pp | 31.71%-22.0pp |
| Employer contribution / active EE | $2,227 | $1,836+21.3% | $3,263-31.7% | $2,471-9.9% |
| Participant deferral / active EE | $2,502 | $2,824-11.4% | $4,265-41.3% | $3,740-33.1% |
| Admin fee / account holder | $28,654 | $4,040+609.3% | $6,581+335.4% | $5,306+440.0% |