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 | $127,072 | $58,512+117.2% | $84,015+51.2% | $72,985+74.1% |
| Participation rate | 81.3% | 61.2%+20.0pp | 69.0%+12.2pp | 69.5%+11.8pp |
| Annual return | 15.98% | 28.93%-12.9pp | 71.31%-55.3pp | 81.00%-65.0pp |
| Employer contribution / active EE | $3,131 | $1,163+169.2% | $1,983+57.9% | $2,440+28.3% |
| Participant deferral / active EE | $4,380 | $2,394+83.0% | $3,239+35.2% | $3,607+21.4% |
| Admin fee / account holder | $14,381 | $4,569+214.8% | $6,101+135.7% | $5,124+180.7% |