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 | $149,802 | $109,881+36.3% | $150,045-0.2% | $84,808+76.6% |
| Participation rate | 96.9% | 76.1%+20.8pp | 82.3%+14.6pp | 68.3%+28.6pp |
| Annual return | 10.39% | 28.25%-17.9pp | 62.55%-52.2pp | 40.90%-30.5pp |
| Employer contribution / active EE | $5,444 | $3,561+52.9% | $4,693+16.0% | $2,631+106.9% |
| Participant deferral / active EE | $8,845 | $6,636+33.3% | $7,997+10.6% | $4,212+110.0% |
| Admin fee / account holder | $67,998 | $8,568+693.6% | $13,435+406.1% | $7,344+825.9% |