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 | $140,657 | $89,753+56.7% | $107,525+30.8% | $84,808+65.9% |
| Participation rate | 80.4% | 68.1%+12.3pp | 75.1%+5.3pp | 68.3%+12.1pp |
| Annual return | 12.18% | 29.48%-17.3pp | 181.32%-169.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,396 | $4,056+107.0% | $5,116+64.1% | $4,212+99.4% |
| Admin fee / account holder | $9,561 | $7,222+32.4% | $8,919+7.2% | $7,344+30.2% |