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 | $127,791 | $80,717+58.3% | $154,803-17.4% | $84,808+50.7% |
| Participation rate | 96.0% | 66.8%+29.2pp | 78.1%+17.9pp | 68.3%+27.7pp |
| Annual return | 11.11% | 37.96%-26.8pp | 58.88%-47.8pp | 40.90%-29.8pp |
| Employer contribution / active EE | $7,870 | $2,761+185.0% | $4,305+82.8% | $2,631+199.1% |
| Participant deferral / active EE | $5,483 | $3,303+66.0% | $5,540-1.0% | $4,212+30.2% |
| Admin fee / account holder | $26,567 | $6,746+293.8% | $14,329+85.4% | $7,344+261.8% |