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 8-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 | $125,175 | $60,022+108.5% | $88,946+40.7% | $84,808+47.6% |
| Participation rate | 89.5% | 57.8%+31.6pp | 68.8%+20.6pp | 68.3%+21.2pp |
| Annual return | 13.17% | 22.43%-9.3pp | 57.82%-44.7pp | 40.90%-27.7pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,675 | $3,114+210.7% | $4,581+111.2% | $4,212+129.7% |
| Admin fee / account holder | $3,826 | $4,811-20.5% | $8,261-53.7% | $7,344-47.9% |