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 | $150,087 | $77,314+94.1% | $177,989-15.7% | $80,856+85.6% |
| Participation rate | 85.1% | 65.7%+19.4pp | 77.1%+8.0pp | 67.6%+17.5pp |
| Annual return | 10.30% | 18.09%-7.8pp | 294.48%-284.2pp | 35.59%-25.3pp |
| Employer contribution / active EE | $6,508 | $2,292+184.0% | $3,949+64.8% | $2,755+136.3% |
| Participant deferral / active EE | $4,430 | $4,411+0.4% | $6,276-29.4% | $4,296+3.1% |
| Admin fee / account holder | $12,232 | $7,191+70.1% | $10,363+18.0% | $6,918+76.8% |