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 | $88,519 | $52,279+69.3% | $89,391-1.0% | $79,858+10.8% |
| Participation rate | 94.1% | 57.5%+36.6pp | 68.0%+26.1pp | 69.6%+24.5pp |
| Annual return | 10.94% | 22.16%-11.2pp | 245.62%-234.7pp | 31.71%-20.8pp |
| Employer contribution / active EE | $4,840 | $1,572+208.0% | $2,586+87.2% | $2,471+95.9% |
| Participant deferral / active EE | $4,651 | $2,740+69.7% | $3,890+19.6% | $3,740+24.3% |
| Admin fee / account holder | $4,802 | $3,356+43.1% | $4,881-1.6% | $5,306-9.5% |