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 | $156,765 | $81,248+92.9% | $155,509+0.8% | $80,856+93.9% |
| Participation rate | 97.1% | 66.2%+30.9pp | 78.2%+19.0pp | 67.6%+29.5pp |
| Annual return | 7.70% | 33.31%-25.6pp | 64.67%-57.0pp | 35.59%-27.9pp |
| Employer contribution / active EE | $5,816 | $3,100+87.6% | $4,672+24.5% | $2,755+111.1% |
| Participant deferral / active EE | $7,423 | $3,452+115.1% | $5,626+31.9% | $4,296+72.8% |
| Admin fee / account holder | $21,806 | $7,997+172.7% | $15,912+37.0% | $6,918+215.2% |