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 | $107,896 | $63,346+70.3% | $92,233+17.0% | $70,131+53.8% |
| Participation rate | 95.9% | 68.7%+27.3pp | 76.5%+19.5pp | 69.5%+26.4pp |
| Annual return | 12.29% | 530.12%-517.8pp | 176.28%-164.0pp | 73.14%-60.8pp |
| Employer contribution / active EE | $5,135 | $2,471+107.8% | $3,679+39.6% | $2,342+119.2% |
| Participant deferral / active EE | $1,906 | $2,854-33.2% | $3,897-51.1% | $3,332-42.8% |
| Admin fee / account holder | $4,775 | $3,840+24.3% | $5,194-8.1% | $4,645+2.8% |