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 | $120,714 | $81,208+48.6% | $98,907+22.0% | $79,858+51.2% |
| Participation rate | 87.2% | 72.5%+14.7pp | 76.0%+11.2pp | 69.6%+17.6pp |
| Annual return | 8.02% | 60.99%-53.0pp | 196.43%-188.4pp | 31.71%-23.7pp |
| Employer contribution / active EE | $6,404 | $1,960+226.8% | $2,689+138.2% | $2,471+159.2% |
| Participant deferral / active EE | $4,091 | $3,265+25.3% | $4,244-3.6% | $3,740+9.4% |
| Admin fee / account holder | $5,462 | $6,013-9.2% | $6,642-17.8% | $5,306+2.9% |