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 | $125,359 | $87,733+42.9% | $106,548+17.7% | $85,850+46.0% |
| Participation rate | 84.8% | 71.9%+12.9pp | 76.1%+8.7pp | 69.3%+15.5pp |
| Annual return | 10.75% | 21.86%-11.1pp | 26.80%-16.1pp | 318.53%-307.8pp |
| Employer contribution / active EE | $7,590 | $2,073+266.1% | $2,819+169.2% | $2,565+195.9% |
| Participant deferral / active EE | $4,979 | $3,469+43.5% | $4,398+13.2% | $3,952+26.0% |
| Admin fee / account holder | $17,454 | $6,767+157.9% | $7,407+135.6% | $6,260+178.8% |