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 | $114,019 | $109,413+4.2% | $156,263-27.0% | $84,808+34.4% |
| Participation rate | 97.8% | 72.7%+25.1pp | 78.9%+18.9pp | 68.3%+29.5pp |
| Annual return | 11.85% | 20.18%-8.3pp | 59.47%-47.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $5,373 | $2,907+84.9% | $4,333+24.0% | $2,631+104.2% |
| Participant deferral / active EE | $4,924 | $4,590+7.3% | $6,158-20.1% | $4,212+16.9% |
| Admin fee / account holder | $31,184 | $9,357+233.3% | $14,255+118.8% | $7,344+324.6% |