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 | $154,283 | $51,175+201.5% | $70,515+118.8% | $75,163+105.3% |
| Participation rate | 77.8% | 60.9%+16.8pp | 68.3%+9.4pp | 67.2%+10.6pp |
| Annual return | 13.32% | 30.02%-16.7pp | 32.77%-19.5pp | 160.62%-147.3pp |
| Employer contribution / active EE | $2,223 | $1,826+21.7% | $2,973-25.2% | $2,670-16.7% |
| Participant deferral / active EE | $5,310 | $2,849+86.4% | $4,567+16.3% | $4,125+28.7% |
| Admin fee / account holder | $13,049 | $4,091+219.0% | $6,412+103.5% | $5,651+130.9% |