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 | $125,574 | $102,317+22.7% | $146,958-14.6% | $80,856+55.3% |
| Participation rate | 86.4% | 75.8%+10.5pp | 82.2%+4.2pp | 67.6%+18.7pp |
| Annual return | 11.63% | 134.76%-123.1pp | 418.34%-406.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $3,971 | $3,713+7.0% | $4,933-19.5% | $2,755+44.2% |
| Participant deferral / active EE | $15,002 | $6,644+125.8% | $8,070+85.9% | $4,296+249.2% |
| Admin fee / account holder | $24,119 | $7,941+203.7% | $12,998+85.6% | $6,918+248.6% |