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 | $131,004 | $109,881+19.2% | $150,045-12.7% | $84,808+54.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 13.08% | 28.25%-15.2pp | 62.55%-49.5pp | 40.90%-27.8pp |
| Employer contribution / active EE | $9,115 | $3,561+156.0% | $4,693+94.2% | $2,631+246.5% |
| Participant deferral / active EE | $7,453 | $6,636+12.3% | $7,997-6.8% | $4,212+77.0% |
| Admin fee / account holder | $18,873 | $8,568+120.3% | $13,435+40.5% | $7,344+157.0% |