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 | $204,445 | $127,065+60.9% | $113,168+80.7% | $142,382+43.6% |
| Participation rate | 94.1% | 79.2%+14.9pp | 76.6%+17.6pp | 80.1%+14.0pp |
| Annual return | 9.61% | 24.03%-14.4pp | 24.27%-14.7pp | 217.08%-207.5pp |
| Employer contribution / active EE | $6,039 | $3,442+75.4% | $2,975+103.0% | $4,299+40.5% |
| Participant deferral / active EE | $5,895 | $5,716+3.1% | $5,107+15.4% | $6,507-9.4% |
| Admin fee / account holder | $840 | $15,736-94.7% | $12,068-93.0% | $12,624-93.3% |