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 | $124,927 | $89,753+39.2% | $107,525+16.2% | $84,808+47.3% |
| Participation rate | 81.6% | 68.1%+13.6pp | 75.1%+6.6pp | 68.3%+13.3pp |
| Annual return | 11.91% | 29.48%-17.6pp | 181.32%-169.4pp | 40.90%-29.0pp |
| Employer contribution / active EE | $2,239 | $3,113-28.1% | $3,754-40.4% | $2,631-14.9% |
| Participant deferral / active EE | $3,908 | $4,056-3.7% | $5,116-23.6% | $4,212-7.2% |
| Admin fee / account holder | $10,666 | $7,222+47.7% | $8,919+19.6% | $7,344+45.2% |