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 | $128,361 | $83,477+53.8% | $125,175+2.5% | $72,985+75.9% |
| Participation rate | 88.9% | 73.3%+15.6pp | 79.8%+9.1pp | 69.5%+19.4pp |
| Annual return | 8.16% | 25.78%-17.6pp | 43.79%-35.6pp | 81.00%-72.8pp |
| Employer contribution / active EE | $8,329 | $2,345+255.1% | $3,865+115.5% | $2,440+241.4% |
| Participant deferral / active EE | $8,743 | $3,585+143.8% | $4,937+77.1% | $3,607+142.4% |
| Admin fee / account holder | $1,289 | $5,517-76.6% | $9,702-86.7% | $5,124-74.8% |