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 | $148,350 | $109,881+35.0% | $150,045-1.1% | $84,808+74.9% |
| Participation rate | 82.8% | 76.1%+6.7pp | 82.3%+0.4pp | 68.3%+14.4pp |
| Annual return | 13.69% | 28.25%-14.6pp | 62.55%-48.9pp | 40.90%-27.2pp |
| Employer contribution / active EE | $10,982 | $3,561+208.4% | $4,693+134.0% | $2,631+317.4% |
| Participant deferral / active EE | $13,964 | $6,636+110.4% | $7,997+74.6% | $4,212+231.6% |
| Admin fee / account holder | $57,940 | $8,568+576.2% | $13,435+331.3% | $7,344+689.0% |