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 | $147,440 | $93,571+57.6% | $135,903+8.5% | $75,163+96.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 11.53% | 30.90%-19.4pp | 68.23%-56.7pp | 160.62%-149.1pp |
| Employer contribution / active EE | $5,024 | $3,537+42.0% | $4,856+3.5% | $2,670+88.2% |
| Participant deferral / active EE | $11,354 | $6,404+77.3% | $7,758+46.4% | $4,125+175.2% |
| Admin fee / account holder | $8,038 | $6,975+15.2% | $10,762-25.3% | $5,651+42.2% |