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 | $129,515 | $89,355+44.9% | $141,162-8.3% | $72,985+77.5% |
| Participation rate | 97.0% | 75.1%+21.9pp | 82.5%+14.5pp | 69.5%+27.5pp |
| Annual return | 18.69% | 111.85%-93.2pp | 71.39%-52.7pp | 81.00%-62.3pp |
| Employer contribution / active EE | $1,838 | $3,114-41.0% | $4,735-61.2% | $2,440-24.7% |
| Participant deferral / active EE | $6,249 | $5,418+15.3% | $6,709-6.9% | $3,607+73.2% |
| Admin fee / account holder | $15,055 | $5,958+152.7% | $10,261+46.7% | $5,124+193.8% |