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 | $118,540 | $102,317+15.9% | $146,958-19.3% | $80,856+46.6% |
| Participation rate | 81.0% | 75.8%+5.1pp | 82.2%-1.2pp | 67.6%+13.3pp |
| Annual return | 10.78% | 134.76%-124.0pp | 418.34%-407.6pp | 35.59%-24.8pp |
| Employer contribution / active EE | $6,268 | $3,713+68.8% | $4,933+27.1% | $2,755+127.5% |
| Participant deferral / active EE | $7,840 | $6,644+18.0% | $8,070-2.8% | $4,296+82.5% |
| Admin fee / account holder | $18,027 | $7,941+127.0% | $12,998+38.7% | $6,918+160.6% |