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 | $119,139 | $81,248+46.6% | $155,509-23.4% | $80,856+47.3% |
| Participation rate | 92.7% | 66.2%+26.5pp | 78.2%+14.5pp | 67.6%+25.0pp |
| Annual return | 10.15% | 33.31%-23.2pp | 64.67%-54.5pp | 35.59%-25.4pp |
| Employer contribution / active EE | $9,127 | $3,100+194.4% | $4,672+95.3% | $2,755+231.3% |
| Participant deferral / active EE | $5,618 | $3,452+62.8% | $5,626-0.1% | $4,296+30.8% |
| Admin fee / account holder | $19,570 | $7,997+144.7% | $15,912+23.0% | $6,918+182.9% |