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 | $127,514 | $76,552+66.6% | $123,892+2.9% | $62,891+102.8% |
| Participation rate | 96.4% | 73.0%+23.4pp | 81.4%+15.0pp | 69.3%+27.1pp |
| Annual return | 4.87% | 18.68%-13.8pp | 47.52%-42.7pp | 20.14%-15.3pp |
| Employer contribution / active EE | $7,254 | $2,883+151.7% | $4,617+57.1% | $2,281+218.0% |
| Participant deferral / active EE | $6,566 | $4,840+35.7% | $5,984+9.7% | $3,203+105.0% |
| Admin fee / account holder | $3,890 | $4,826-19.4% | $8,357-53.5% | $4,296-9.5% |