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 | $136,570 | $80,968+68.7% | $96,544+41.5% | $75,163+81.7% |
| Participation rate | 79.0% | 71.8%+7.3pp | 76.0%+3.1pp | 67.2%+11.8pp |
| Annual return | 12.44% | 27.06%-14.6pp | 25.84%-13.4pp | 160.62%-148.2pp |
| Employer contribution / active EE | $6,065 | $2,282+165.8% | $2,965+104.6% | $2,670+127.2% |
| Participant deferral / active EE | $6,231 | $3,928+58.6% | $4,851+28.5% | $4,125+51.1% |
| Admin fee / account holder | $13,617 | $6,724+102.5% | $8,252+65.0% | $5,651+141.0% |