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 | $132,949 | $78,672+69.0% | $109,143+21.8% | $85,850+54.9% |
| Participation rate | 79.3% | 68.3%+11.0pp | 75.9%+3.4pp | 69.3%+10.0pp |
| Annual return | 10.58% | 25.09%-14.5pp | 25.75%-15.2pp | 318.53%-307.9pp |
| Employer contribution / active EE | $1,955 | $2,735-28.5% | $3,722-47.5% | $2,565-23.8% |
| Participant deferral / active EE | $7,167 | $3,467+106.7% | $4,653+54.0% | $3,952+81.4% |
| Admin fee / account holder | $41,657 | $5,469+661.7% | $6,752+516.9% | $6,260+565.5% |