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 | $127,974 | $89,753+42.6% | $107,525+19.0% | $84,808+50.9% |
| Participation rate | 88.5% | 68.1%+20.4pp | 75.1%+13.4pp | 68.3%+20.2pp |
| Annual return | 10.74% | 29.48%-18.7pp | 181.32%-170.6pp | 40.90%-30.2pp |
| Employer contribution / active EE | $6,999 | $3,113+124.8% | $3,754+86.5% | $2,631+166.0% |
| Participant deferral / active EE | $7,542 | $4,056+85.9% | $5,116+47.4% | $4,212+79.1% |
| Admin fee / account holder | $4,824 | $7,222-33.2% | $8,919-45.9% | $7,344-34.3% |