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 | $135,952 | $86,286+57.6% | $111,297+22.2% | $85,850+58.4% |
| Participation rate | 95.3% | 73.3%+22.0pp | 77.3%+18.0pp | 69.3%+26.0pp |
| Annual return | 10.47% | 19.99%-9.5pp | 54.65%-44.2pp | 318.53%-308.1pp |
| Employer contribution / active EE | $6,848 | $2,043+235.2% | $2,731+150.8% | $2,565+167.0% |
| Participant deferral / active EE | $5,373 | $3,641+47.6% | $4,487+19.7% | $3,952+36.0% |
| Admin fee / account holder | $20,354 | $8,188+148.6% | $7,964+155.6% | $6,260+225.1% |