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 | $116,195 | $58,208+99.6% | $81,812+42.0% | $80,856+43.7% |
| Participation rate | 98.6% | 63.4%+35.2pp | 72.3%+26.3pp | 67.6%+31.0pp |
| Annual return | 10.44% | 41.66%-31.2pp | 773.79%-763.3pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,597 | $2,340+11.0% | $2,912-10.8% | $2,755-5.7% |
| Participant deferral / active EE | $6,036 | $3,281+84.0% | $4,319+39.8% | $4,296+40.5% |
| Admin fee / account holder | $13,913 | $4,981+179.3% | $7,386+88.4% | $6,918+101.1% |