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 | $116,613 | $65,041+79.3% | $90,951+28.2% | $79,858+46.0% |
| Participation rate | 84.3% | 61.6%+22.7pp | 69.0%+15.3pp | 69.6%+14.6pp |
| Annual return | 9.80% | 30.45%-20.7pp | 134.60%-124.8pp | 31.71%-21.9pp |
| Employer contribution / active EE | $1,878 | $1,247+50.6% | $2,122-11.5% | $2,471-24.0% |
| Participant deferral / active EE | $5,417 | $2,512+115.7% | $3,373+60.6% | $3,740+44.8% |
| Admin fee / account holder | $16,632 | $4,536+266.7% | $5,959+179.1% | $5,306+213.4% |