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 | $128,284 | $93,571+37.1% | $135,903-5.6% | $75,163+70.7% |
| Participation rate | 78.3% | 75.2%+3.2pp | 81.9%-3.6pp | 67.2%+11.1pp |
| Annual return | 11.61% | 30.90%-19.3pp | 68.23%-56.6pp | 160.62%-149.0pp |
| Employer contribution / active EE | $4,706 | $3,537+33.1% | $4,856-3.1% | $2,670+76.3% |
| Participant deferral / active EE | $9,125 | $6,404+42.5% | $7,758+17.6% | $4,125+121.2% |
| Admin fee / account holder | $32,181 | $6,975+361.3% | $10,762+199.0% | $5,651+469.5% |