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 | $129,887 | $89,753+44.7% | $107,525+20.8% | $84,808+53.2% |
| Participation rate | 92.1% | 68.1%+24.0pp | 75.1%+17.0pp | 68.3%+23.8pp |
| Annual return | 12.38% | 29.48%-17.1pp | 181.32%-168.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $9,331 | $3,113+199.7% | $3,754+148.6% | $2,631+254.7% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $26,909 | $7,222+272.6% | $8,919+201.7% | $7,344+266.4% |