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 | $168,198 | $91,190+84.4% | $178,490-5.8% | $79,858+110.6% |
| Participation rate | 88.2% | 69.2%+19.0pp | 81.9%+6.3pp | 69.6%+18.6pp |
| Annual return | 6.28% | 24.19%-17.9pp | 151.07%-144.8pp | 31.71%-25.4pp |
| Employer contribution / active EE | $5,060 | $3,256+55.4% | $5,011+1.0% | $2,471+104.8% |
| Participant deferral / active EE | $5,359 | $3,236+65.6% | $5,202+3.0% | $3,740+43.3% |
| Admin fee / account holder | $1,106 | $6,751-83.6% | $13,984-92.1% | $5,306-79.2% |