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 | $132,185 | $105,181+25.7% | $159,436-17.1% | $85,850+54.0% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.8%+0.5pp | 69.3%+14.0pp |
| Annual return | 11.91% | 45.07%-33.2pp | 263.57%-251.7pp | 318.53%-306.6pp |
| Employer contribution / active EE | $3,566 | $3,318+7.5% | $4,829-26.2% | $2,565+39.0% |
| Participant deferral / active EE | $9,242 | $5,945+55.5% | $7,352+25.7% | $3,952+133.9% |
| Admin fee / account holder | $1,636 | $6,933-76.4% | $10,799-84.8% | $6,260-73.9% |