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 | $110,187 | $127,065-13.3% | $113,168-2.6% | $142,382-22.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 6.79% | 24.03%-17.2pp | 24.27%-17.5pp | 217.08%-210.3pp |
| Employer contribution / active EE | $2,767 | $3,442-19.6% | $2,975-7.0% | $4,299-35.6% |
| Participant deferral / active EE | $4,452 | $5,716-22.1% | $5,107-12.8% | $6,507-31.6% |
| Admin fee / account holder | $23,278 | $15,736+47.9% | $12,068+92.9% | $12,624+84.4% |