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 | $119,722 | $102,317+17.0% | $146,958-18.5% | $80,856+48.1% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.2%+14.3pp | 67.6%+28.8pp |
| Annual return | 8.38% | 134.76%-126.4pp | 418.34%-410.0pp | 35.59%-27.2pp |
| Employer contribution / active EE | $6,925 | $3,713+86.5% | $4,933+40.4% | $2,755+151.4% |
| Participant deferral / active EE | $8,564 | $6,644+28.9% | $8,070+6.1% | $4,296+99.4% |
| Admin fee / account holder | $31,678 | $7,941+298.9% | $12,998+143.7% | $6,918+357.9% |