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 | $166,430 | $110,261+50.9% | $95,745+73.8% | $139,434+19.4% |
| Participation rate | 93.3% | 75.8%+17.6pp | 72.3%+21.1pp | 80.3%+13.0pp |
| Annual return | 5.73% | 27.11%-21.4pp | 28.35%-22.6pp | 372.94%-367.2pp |
| Employer contribution / active EE | $1,583 | $3,257-51.4% | $2,835-44.1% | $4,751-66.7% |
| Participant deferral / active EE | $8,301 | $4,676+77.5% | $4,245+95.6% | $6,710+23.7% |
| Admin fee / account holder | $66,424 | $6,613+904.4% | $5,678+1069.9% | $11,403+482.5% |