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 | $120,129 | $89,753+33.8% | $107,525+11.7% | $84,808+41.6% |
| Participation rate | 92.2% | 68.1%+24.1pp | 75.1%+17.1pp | 68.3%+23.9pp |
| Annual return | 10.59% | 29.48%-18.9pp | 181.32%-170.7pp | 40.90%-30.3pp |
| Employer contribution / active EE | $12,750 | $3,113+309.5% | $3,754+239.7% | $2,631+384.6% |
| Participant deferral / active EE | $7,217 | $4,056+77.9% | $5,116+41.1% | $4,212+71.4% |
| Admin fee / account holder | $8,841 | $7,222+22.4% | $8,919-0.9% | $7,344+20.4% |