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 | $175,642 | $99,985+75.7% | $146,665+19.8% | $85,850+104.6% |
| Participation rate | 83.7% | 73.1%+10.7pp | 80.1%+3.7pp | 69.3%+14.4pp |
| Annual return | 10.11% | 18.93%-8.8pp | 22.74%-12.6pp | 318.53%-308.4pp |
| Employer contribution / active EE | $2,156 | $2,559-15.7% | $4,136-47.9% | $2,565-16.0% |
| Participant deferral / active EE | $8,151 | $4,006+103.5% | $5,506+48.0% | $3,952+106.3% |
| Admin fee / account holder | $2,044 | $7,702-73.5% | $10,280-80.1% | $6,260-67.3% |