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 | $117,865 | $24,730+376.6% | $66,042+78.5% | $84,808+39.0% |
| Participation rate | 76.2% | 68.1%+8.1pp | 67.5%+8.7pp | 68.3%+7.9pp |
| Annual return | 13.21% | 79.55%-66.3pp | 52.11%-38.9pp | 40.90%-27.7pp |
| Employer contribution / active EE | $4,978 | $857+481.1% | $1,579+215.2% | $2,631+89.2% |
| Participant deferral / active EE | $5,649 | $1,737+225.2% | $2,835+99.2% | $4,212+34.1% |
| Admin fee / account holder | $21,817 | $3,014+623.9% | $5,747+279.6% | $7,344+197.1% |