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 | $144,100 | $46,553+209.5% | $64,056+125.0% | $75,163+91.7% |
| Participation rate | 97.0% | 65.9%+31.0pp | 72.3%+24.7pp | 67.2%+29.8pp |
| Annual return | 9.58% | 26.03%-16.5pp | 33.69%-24.1pp | 160.62%-151.0pp |
| Employer contribution / active EE | $3,030 | $1,974+53.5% | $2,747+10.3% | $2,670+13.5% |
| Participant deferral / active EE | $6,008 | $2,837+111.8% | $3,880+54.8% | $4,125+45.6% |
| Admin fee / account holder | $11,225 | $2,952+280.2% | $3,068+265.8% | $5,651+98.6% |