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 | $114,706 | $89,355+28.4% | $141,162-18.7% | $72,985+57.2% |
| Participation rate | 99.0% | 75.1%+23.9pp | 82.5%+16.5pp | 69.5%+29.5pp |
| Annual return | 18.02% | 111.85%-93.8pp | 71.39%-53.4pp | 81.00%-63.0pp |
| Employer contribution / active EE | $4,497 | $3,114+44.4% | $4,735-5.0% | $2,440+84.3% |
| Participant deferral / active EE | $4,373 | $5,418-19.3% | $6,709-34.8% | $3,607+21.2% |
| Admin fee / account holder | $6,385 | $5,958+7.2% | $10,261-37.8% | $5,124+24.6% |