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 | $140,320 | $99,985+40.3% | $146,665-4.3% | $85,850+63.4% |
| Participation rate | 82.1% | 73.1%+9.1pp | 80.1%+2.1pp | 69.3%+12.8pp |
| Annual return | 9.25% | 18.93%-9.7pp | 22.74%-13.5pp | 318.53%-309.3pp |
| Employer contribution / active EE | $3,831 | $2,559+49.7% | $4,136-7.4% | $2,565+49.4% |
| Participant deferral / active EE | $7,541 | $4,006+88.3% | $5,506+37.0% | $3,952+90.8% |
| Admin fee / account holder | $51,203 | $7,702+564.8% | $10,280+398.1% | $6,260+718.0% |