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 | $155,966 | $102,317+52.4% | $146,958+6.1% | $80,856+92.9% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.2pp | 67.6%+24.7pp |
| Annual return | 9.92% | 134.76%-124.8pp | 418.34%-408.4pp | 35.59%-25.7pp |
| Employer contribution / active EE | $7,933 | $3,713+113.7% | $4,933+60.8% | $2,755+188.0% |
| Participant deferral / active EE | $16,838 | $6,644+153.4% | $8,070+108.7% | $4,296+292.0% |
| Admin fee / account holder | $13,497 | $7,941+70.0% | $12,998+3.8% | $6,918+95.1% |