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 | $128,157 | $100,923+27.0% | $150,045-14.6% | $74,304+72.5% |
| Participation rate | 97.1% | 70.1%+27.0pp | 82.3%+14.7pp | 60.3%+36.7pp |
| Annual return | 10.15% | 51.77%-41.6pp | 62.55%-52.4pp | 29.43%-19.3pp |
| Employer contribution / active EE | $3,312 | $3,463-4.4% | $4,693-29.4% | $2,241+47.8% |
| Participant deferral / active EE | $6,839 | $6,709+1.9% | $7,997-14.5% | $3,767+81.5% |
| Admin fee / account holder | $12,684 | $2,767+358.4% | $13,435-5.6% | $2,969+327.2% |