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 | $110,757 | $89,355+24.0% | $141,162-21.5% | $72,985+51.8% |
| Participation rate | 86.3% | 75.1%+11.2pp | 82.5%+3.8pp | 69.5%+16.8pp |
| Annual return | 18.06% | 111.85%-93.8pp | 71.39%-53.3pp | 81.00%-62.9pp |
| Employer contribution / active EE | $3,430 | $3,114+10.1% | $4,735-27.6% | $2,440+40.6% |
| Participant deferral / active EE | $8,423 | $5,418+55.5% | $6,709+25.5% | $3,607+133.5% |
| Admin fee / account holder | $12,014 | $5,958+101.6% | $10,261+17.1% | $5,124+134.5% |