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 | $136,940 | $96,128+42.5% | $136,007+0.7% | $80,856+69.4% |
| Participation rate | 98.3% | 71.2%+27.0pp | 76.5%+21.8pp | 67.6%+30.6pp |
| Annual return | 10.52% | 28.71%-18.2pp | 579.32%-568.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,703 | $3,351-49.2% | $4,217-59.6% | $2,755-38.2% |
| Participant deferral / active EE | $9,572 | $5,709+67.7% | $7,025+36.3% | $4,296+122.8% |
| Admin fee / account holder | $1,019 | $8,236-87.6% | $6,858-85.1% | $6,918-85.3% |