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 | $83,826 | $54,705+53.2% | $71,209+17.7% | $84,808-1.2% |
| Participation rate | 97.3% | 64.1%+33.2pp | 73.8%+23.5pp | 68.3%+29.0pp |
| Annual return | 11.41% | 35.90%-24.5pp | 282.51%-271.1pp | 40.90%-29.5pp |
| Employer contribution / active EE | $9,001 | $2,158+317.1% | $2,721+230.8% | $2,631+242.1% |
| Participant deferral / active EE | $1,670 | $3,030-44.9% | $4,175-60.0% | $4,212-60.4% |
| Admin fee / account holder | $7,098 | $4,863+45.9% | $5,349+32.7% | $7,344-3.3% |