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 | $162,789 | $109,359+48.9% | $162,163+0.4% | $72,985+123.0% |
| Participation rate | 98.0% | 84.3%+13.7pp | 87.6%+10.4pp | 69.5%+28.5pp |
| Annual return | 15.14% | 25.46%-10.3pp | 115.59%-100.5pp | 81.00%-65.9pp |
| Employer contribution / active EE | $2,842 | $3,907-27.3% | $5,614-49.4% | $2,440+16.5% |
| Participant deferral / active EE | $7,598 | $5,481+38.6% | $7,298+4.1% | $3,607+110.6% |
| Admin fee / account holder | $11,378 | $7,972+42.7% | $10,843+4.9% | $5,124+122.0% |