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 | $166,479 | $109,881+51.5% | $150,045+11.0% | $84,808+96.3% |
| Participation rate | 95.3% | 76.1%+19.3pp | 82.3%+13.0pp | 68.3%+27.0pp |
| Annual return | 12.01% | 28.25%-16.2pp | 62.55%-50.5pp | 40.90%-28.9pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $13,814 | $6,636+108.2% | $7,997+72.7% | $4,212+228.0% |
| Admin fee / account holder | $18,863 | $8,568+120.1% | $13,435+40.4% | $7,344+156.9% |