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 | $121,131 | $65,041+86.2% | $90,951+33.2% | $79,858+51.7% |
| Participation rate | 90.9% | 61.6%+29.3pp | 69.0%+21.9pp | 69.6%+21.3pp |
| Annual return | 3.91% | 30.45%-26.5pp | 134.60%-130.7pp | 31.71%-27.8pp |
| Employer contribution / active EE | $2,471 | $1,247+98.1% | $2,122+16.5% | $2,4710% |
| Participant deferral / active EE | $5,461 | $2,512+117.4% | $3,373+61.9% | $3,740+46.0% |
| Admin fee / account holder | $3,209 | $4,536-29.2% | $5,959-46.1% | $5,306-39.5% |