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 | $125,163 | $89,753+39.5% | $107,525+16.4% | $84,808+47.6% |
| Participation rate | 96.2% | 68.1%+28.1pp | 75.1%+21.1pp | 68.3%+27.8pp |
| Annual return | 11.84% | 29.48%-17.6pp | 181.32%-169.5pp | 40.90%-29.1pp |
| Employer contribution / active EE | $3,808 | $3,113+22.3% | $3,754+1.4% | $2,631+44.7% |
| Participant deferral / active EE | $4,999 | $4,056+23.3% | $5,116-2.3% | $4,212+18.7% |
| Admin fee / account holder | $32,530 | $7,222+350.4% | $8,919+264.7% | $7,344+343.0% |