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 | $121,195 | $89,753+35.0% | $107,525+12.7% | $84,808+42.9% |
| Participation rate | 78.1% | 68.1%+10.1pp | 75.1%+3.1pp | 68.3%+9.8pp |
| Annual return | 10.65% | 29.48%-18.8pp | 181.32%-170.7pp | 40.90%-30.3pp |
| Employer contribution / active EE | $2,655 | $3,113-14.7% | $3,754-29.3% | $2,631+0.9% |
| Participant deferral / active EE | $6,232 | $4,056+53.6% | $5,116+21.8% | $4,212+48.0% |
| Admin fee / account holder | $12,077 | $7,222+67.2% | $8,919+35.4% | $7,344+64.5% |