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 | $127,923 | $77,813+64.4% | $123,544+3.5% | $64,186+99.3% |
| Participation rate | 82.9% | 74.7%+8.1pp | 82.3%+0.6pp | 69.6%+13.3pp |
| Annual return | -8.65% | 12.48%-21.1pp | 119.20%-127.8pp | 7.63%-16.3pp |
| Employer contribution / active EE | $8,170 | $3,014+171.1% | $4,628+76.5% | $2,381+243.2% |
| Participant deferral / active EE | $6,376 | $5,240+21.7% | $6,426-0.8% | $3,470+83.8% |
| Admin fee / account holder | $14,085 | $5,519+155.2% | $9,284+51.7% | $4,888+188.2% |