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 | $120,943 | $89,753+34.8% | $107,525+12.5% | $84,808+42.6% |
| Participation rate | 88.9% | 68.1%+20.8pp | 75.1%+13.8pp | 68.3%+20.6pp |
| Annual return | 12.75% | 29.48%-16.7pp | 181.32%-168.6pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,562 | $3,113-49.8% | $3,754-58.4% | $2,631-40.6% |
| Participant deferral / active EE | $6,515 | $4,056+60.6% | $5,116+27.4% | $4,212+54.7% |
| Admin fee / account holder | $24,026 | $7,222+232.7% | $8,919+169.4% | $7,344+227.2% |