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 | $125,737 | $89,355+40.7% | $141,162-10.9% | $72,985+72.3% |
| Participation rate | 92.6% | 75.1%+17.5pp | 82.5%+10.1pp | 69.5%+23.1pp |
| Annual return | 16.40% | 111.85%-95.4pp | 71.39%-55.0pp | 81.00%-64.6pp |
| Employer contribution / active EE | $2,609 | $3,114-16.2% | $4,735-44.9% | $2,440+6.9% |
| Participant deferral / active EE | $5,017 | $5,418-7.4% | $6,709-25.2% | $3,607+39.1% |
| Admin fee / account holder | $9,441 | $5,958+58.5% | $10,261-8.0% | $5,124+84.2% |