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 | $128,099 | $98,463+30.1% | $119,258+7.4% | $85,850+49.2% |
| Participation rate | 90.0% | 77.6%+12.4pp | 82.7%+7.3pp | 69.3%+20.7pp |
| Annual return | 11.78% | 38.53%-26.7pp | 30.69%-18.9pp | 318.53%-306.8pp |
| Employer contribution / active EE | $1,904 | $3,698-48.5% | $4,384-56.6% | $2,565-25.8% |
| Participant deferral / active EE | $3,521 | $4,942-28.8% | $6,111-42.4% | $3,952-10.9% |
| Admin fee / account holder | $9,396 | $7,493+25.4% | $7,226+30.0% | $6,260+50.1% |