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 | $118,518 | $73,933+60.3% | $96,683+22.6% | $75,163+57.7% |
| Participation rate | 96.1% | 66.4%+29.7pp | 74.3%+21.7pp | 67.2%+28.9pp |
| Annual return | 12.59% | 26.70%-14.1pp | 35.69%-23.1pp | 160.62%-148.0pp |
| Employer contribution / active EE | $10,984 | $2,928+275.2% | $3,737+194.0% | $2,670+311.4% |
| Participant deferral / active EE | $6,123 | $3,659+67.4% | $4,878+25.5% | $4,125+48.4% |
| Admin fee / account holder | $9,103 | $5,216+74.5% | $6,730+35.3% | $5,651+61.1% |