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 | $118,596 | $77,899+52.2% | $149,673-20.8% | $75,163+57.8% |
| Participation rate | 98.8% | 65.6%+33.2pp | 78.8%+20.0pp | 67.2%+31.6pp |
| Annual return | 9.20% | 31.72%-22.5pp | 134.42%-125.2pp | 160.62%-151.4pp |
| Employer contribution / active EE | $6,794 | $3,137+116.6% | $4,818+41.0% | $2,670+154.5% |
| Participant deferral / active EE | $5,802 | $3,411+70.1% | $5,680+2.1% | $4,125+40.7% |
| Admin fee / account holder | $9,537 | $5,956+60.1% | $13,210-27.8% | $5,651+68.8% |