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 | $130,542 | $77,314+68.8% | $177,989-26.7% | $80,856+61.4% |
| Participation rate | 98.6% | 65.7%+32.9pp | 77.1%+21.5pp | 67.6%+31.0pp |
| Annual return | 9.65% | 18.09%-8.4pp | 294.48%-284.8pp | 35.59%-25.9pp |
| Employer contribution / active EE | $3,807 | $2,292+66.1% | $3,949-3.6% | $2,755+38.2% |
| Participant deferral / active EE | $9,951 | $4,411+125.6% | $6,276+58.6% | $4,296+131.7% |
| Admin fee / account holder | $14,439 | $7,191+100.8% | $10,363+39.3% | $6,918+108.7% |