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 | $85,581 | $109,881-22.1% | $150,045-43.0% | $84,808+0.9% |
| Participation rate | 98.1% | 76.1%+22.0pp | 82.3%+15.8pp | 68.3%+29.8pp |
| Annual return | 11.64% | 28.25%-16.6pp | 62.55%-50.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $7,329 | $3,561+105.8% | $4,693+56.2% | $2,631+178.6% |
| Participant deferral / active EE | $5,669 | $6,636-14.6% | $7,997-29.1% | $4,212+34.6% |
| Admin fee / account holder | $19,764 | $8,568+130.7% | $13,435+47.1% | $7,344+169.1% |