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 9-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 | $158,144 | $98,750+60.1% | $149,696+5.6% | $79,858+98.0% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.5%+3.2pp | 69.6%+16.1pp |
| Annual return | 7.25% | 27.43%-20.2pp | 276.60%-269.4pp | 31.71%-24.5pp |
| Employer contribution / active EE | $3,469 | $3,216+7.9% | $4,644-25.3% | $2,471+40.4% |
| Participant deferral / active EE | $8,846 | $5,680+55.7% | $6,842+29.3% | $3,740+136.5% |
| Admin fee / account holder | $3,664 | $6,053-39.5% | $9,309-60.6% | $5,306-31.0% |