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 | $117,108 | $86,286+35.7% | $111,297+5.2% | $85,850+36.4% |
| Participation rate | 96.1% | 73.3%+22.7pp | 77.3%+18.8pp | 69.3%+26.8pp |
| Annual return | 10.34% | 19.99%-9.6pp | 54.65%-44.3pp | 318.53%-308.2pp |
| Employer contribution / active EE | $1,820 | $2,043-10.9% | $2,731-33.4% | $2,565-29.1% |
| Participant deferral / active EE | $6,248 | $3,641+71.6% | $4,487+39.2% | $3,952+58.1% |
| Admin fee / account holder | $22,826 | $8,188+178.8% | $7,964+186.6% | $6,260+264.6% |