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 | $128,766 | $109,881+17.2% | $150,045-14.2% | $84,808+51.8% |
| Participation rate | 79.4% | 76.1%+3.3pp | 82.3%-2.9pp | 68.3%+11.1pp |
| Annual return | 12.58% | 28.25%-15.7pp | 62.55%-50.0pp | 40.90%-28.3pp |
| Employer contribution / active EE | $8,217 | $3,561+130.7% | $4,693+75.1% | $2,631+212.3% |
| Participant deferral / active EE | $7,237 | $6,636+9.1% | $7,997-9.5% | $4,212+71.8% |
| Admin fee / account holder | $119,324 | $8,568+1292.7% | $13,435+788.2% | $7,344+1524.8% |