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 | $128,896 | $94,625+36.2% | $116,228+10.9% | $84,808+52.0% |
| Participation rate | 96.6% | 70.4%+26.2pp | 74.6%+22.1pp | 68.3%+28.3pp |
| Annual return | 11.71% | 20.40%-8.7pp | 90.06%-78.3pp | 40.90%-29.2pp |
| Employer contribution / active EE | $3,300 | $2,347+40.6% | $2,994+10.2% | $2,631+25.4% |
| Participant deferral / active EE | $7,556 | $3,972+90.2% | $4,953+52.5% | $4,212+79.4% |
| Admin fee / account holder | $14,339 | $10,091+42.1% | $11,989+19.6% | $7,344+95.2% |