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 | $136,365 | $98,750+38.1% | $149,696-8.9% | $79,858+70.8% |
| Participation rate | 84.8% | 75.8%+9.0pp | 82.5%+2.3pp | 69.6%+15.1pp |
| Annual return | 10.21% | 27.43%-17.2pp | 276.60%-266.4pp | 31.71%-21.5pp |
| Employer contribution / active EE | $5,759 | $3,216+79.0% | $4,644+24.0% | $2,471+133.1% |
| Participant deferral / active EE | $3,057 | $5,680-46.2% | $6,842-55.3% | $3,740-18.3% |
| Admin fee / account holder | $29,722 | $6,053+391.1% | $9,309+219.3% | $5,306+460.1% |