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 | $133,269 | $54,762+143.4% | $90,281+47.6% | $72,985+82.6% |
| Participation rate | 97.6% | 65.1%+32.5pp | 73.3%+24.3pp | 69.5%+28.1pp |
| Annual return | 15.11% | 30.63%-15.5pp | 78.10%-63.0pp | 81.00%-65.9pp |
| Employer contribution / active EE | $10,884 | $2,092+420.2% | $2,854+281.3% | $2,440+346.1% |
| Participant deferral / active EE | $5,331 | $2,887+84.7% | $3,885+37.2% | $3,607+47.8% |
| Admin fee / account holder | $7,141 | $3,972+79.8% | $5,351+33.4% | $5,124+39.4% |