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 | $135,461 | $101,724+33.2% | $164,813-17.8% | $80,856+67.5% |
| Participation rate | 96.6% | 71.8%+24.7pp | 78.6%+17.9pp | 67.6%+28.9pp |
| Annual return | 9.50% | 16.72%-7.2pp | 69.93%-60.4pp | 35.59%-26.1pp |
| Employer contribution / active EE | $8,395 | $2,953+184.2% | $4,341+93.4% | $2,755+204.7% |
| Participant deferral / active EE | $7,220 | $4,477+61.3% | $6,031+19.7% | $4,296+68.1% |
| Admin fee / account holder | $47,816 | $8,227+481.2% | $12,690+276.8% | $6,918+591.2% |