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 | $129,060 | $48,230+167.6% | $67,502+91.2% | $80,856+59.6% |
| Participation rate | 93.8% | 66.4%+27.4pp | 72.9%+20.9pp | 67.6%+26.1pp |
| Annual return | 9.64% | 18.28%-8.6pp | 3512.12%-3502.5pp | 35.59%-26.0pp |
| Employer contribution / active EE | $8,461 | $2,020+319.0% | $2,731+209.8% | $2,755+207.2% |
| Participant deferral / active EE | $6,821 | $2,924+133.3% | $4,000+70.5% | $4,296+58.8% |
| Admin fee / account holder | $7,002 | $3,681+90.2% | $3,998+75.2% | $6,918+1.2% |