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 | $124,883 | $102,317+22.1% | $146,958-15.0% | $80,856+54.5% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.2%+2.5pp | 67.6%+17.0pp |
| Annual return | 9.38% | 134.76%-125.4pp | 418.34%-409.0pp | 35.59%-26.2pp |
| Employer contribution / active EE | $5,316 | $3,713+43.2% | $4,933+7.8% | $2,755+93.0% |
| Participant deferral / active EE | $9,774 | $6,644+47.1% | $8,070+21.1% | $4,296+127.5% |
| Admin fee / account holder | $7,576 | $7,941-4.6% | $12,998-41.7% | $6,918+9.5% |