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 | $170,589 | $69,515+145.4% | $86,874+96.4% | $85,850+98.7% |
| Participation rate | 88.9% | 66.3%+22.6pp | 71.6%+17.3pp | 69.3%+19.6pp |
| Annual return | 10.50% | 20.12%-9.6pp | 63.52%-53.0pp | 318.53%-308.0pp |
| Employer contribution / active EE | $4,024 | $1,880+114.0% | $2,495+61.2% | $2,565+56.9% |
| Participant deferral / active EE | $7,982 | $2,919+173.4% | $3,699+115.8% | $3,952+102.0% |
| Admin fee / account holder | $8,138 | $5,972+36.3% | $5,828+39.6% | $6,260+30.0% |