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 | $121,889 | $91,190+33.7% | $178,490-31.7% | $79,858+52.6% |
| Participation rate | 96.3% | 69.2%+27.1pp | 81.9%+14.4pp | 69.6%+26.7pp |
| Annual return | 6.56% | 24.19%-17.6pp | 151.07%-144.5pp | 31.71%-25.2pp |
| Employer contribution / active EE | $10,741 | $3,256+229.9% | $5,011+114.4% | $2,471+334.7% |
| Participant deferral / active EE | $4,946 | $3,236+52.8% | $5,202-4.9% | $3,740+32.2% |
| Admin fee / account holder | $1,551 | $6,751-77.0% | $13,984-88.9% | $5,306-70.8% |