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 | $147,220 | $95,416+54.3% | $185,823-20.8% | $85,850+71.5% |
| Participation rate | 84.6% | 68.8%+15.9pp | 81.7%+2.9pp | 69.3%+15.3pp |
| Annual return | 8.60% | 23.59%-15.0pp | 122.05%-113.5pp | 318.53%-309.9pp |
| Employer contribution / active EE | $5,633 | $3,314+70.0% | $5,167+9.0% | $2,565+119.6% |
| Participant deferral / active EE | $4,779 | $3,423+39.6% | $5,568-14.2% | $3,952+20.9% |
| Admin fee / account holder | $14,394 | $7,213+99.6% | $16,237-11.4% | $6,260+129.9% |