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 | $121,916 | $71,050+71.6% | $93,606+30.2% | $80,856+50.8% |
| Participation rate | 85.7% | 60.4%+25.3pp | 68.7%+17.0pp | 67.6%+18.1pp |
| Annual return | 9.19% | 11.26%-2.1pp | 133.20%-124.0pp | 35.59%-26.4pp |
| Employer contribution / active EE | $6,692 | $1,564+328.0% | $2,420+176.6% | $2,755+142.9% |
| Participant deferral / active EE | $7,910 | $4,034+96.1% | $4,411+79.3% | $4,296+84.1% |
| Admin fee / account holder | $12,070 | $6,945+73.8% | $8,285+45.7% | $6,918+74.5% |