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 | $189,495 | $111,754+69.6% | $103,333+83.4% | $145,922+29.9% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 8.37% | 24.77%-16.4pp | 24.88%-16.5pp | 561.29%-552.9pp |
| Employer contribution / active EE | $8,199 | $4,212+94.6% | $3,868+112.0% | $4,660+76.0% |
| Participant deferral / active EE | $8,840 | $5,619+57.3% | $5,057+74.8% | $6,688+32.2% |
| Admin fee / account holder | $2,077 | $9,750-78.7% | $8,355-75.1% | $13,397-84.5% |