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 | $120,324 | $65,365+84.1% | $92,893+29.5% | $72,985+64.9% |
| Participation rate | 97.4% | 68.3%+29.1pp | 76.0%+21.4pp | 69.5%+27.9pp |
| Annual return | 12.09% | 42.10%-30.0pp | 109.41%-97.3pp | 81.00%-68.9pp |
| Employer contribution / active EE | $7,030 | $2,594+171.0% | $3,653+92.5% | $2,440+188.1% |
| Participant deferral / active EE | $3,001 | $3,128-4.1% | $4,236-29.2% | $3,607-16.8% |
| Admin fee / account holder | $2,191 | $4,251-48.5% | $5,794-62.2% | $5,124-57.2% |