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 | $128,331 | $74,927+71.3% | $101,794+26.1% | $84,808+51.3% |
| Participation rate | 95.2% | 61.4%+33.8pp | 69.2%+26.1pp | 68.3%+26.9pp |
| Annual return | 10.03% | 18.70%-8.7pp | 30.53%-20.5pp | 40.90%-30.9pp |
| Employer contribution / active EE | $7,254 | $1,522+376.7% | $2,289+216.9% | $2,631+175.7% |
| Participant deferral / active EE | $4,107 | $3,099+32.5% | $4,084+0.6% | $4,212-2.5% |
| Admin fee / account holder | $9,261 | $6,514+42.2% | $8,777+5.5% | $7,344+26.1% |