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 | $165,774 | $89,355+85.5% | $141,162+17.4% | $72,985+127.1% |
| Participation rate | 84.8% | 75.1%+9.7pp | 82.5%+2.4pp | 69.5%+15.4pp |
| Annual return | 17.99% | 111.85%-93.9pp | 71.39%-53.4pp | 81.00%-63.0pp |
| Employer contribution / active EE | $1,935 | $3,114-37.9% | $4,735-59.1% | $2,440-20.7% |
| Participant deferral / active EE | $4,848 | $5,418-10.5% | $6,709-27.7% | $3,607+34.4% |
| Admin fee / account holder | $6,845 | $5,958+14.9% | $10,261-33.3% | $5,124+33.6% |