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 | $123,825 | $80,717+53.4% | $154,803-20.0% | $84,808+46.0% |
| Participation rate | 96.7% | 66.8%+29.9pp | 78.1%+18.6pp | 68.3%+28.4pp |
| Annual return | 9.89% | 37.96%-28.1pp | 58.88%-49.0pp | 40.90%-31.0pp |
| Employer contribution / active EE | $7,186 | $2,761+160.2% | $4,305+66.9% | $2,631+173.1% |
| Participant deferral / active EE | $5,286 | $3,303+60.0% | $5,540-4.6% | $4,212+25.5% |
| Admin fee / account holder | $55,949 | $6,746+729.4% | $14,329+290.5% | $7,344+661.9% |