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 | $167,769 | $103,376+62.3% | $87,100+92.6% | $152,861+9.8% |
| Participation rate | 91.7% | 79.3%+12.3pp | 76.9%+14.8pp | 82.4%+9.2pp |
| Annual return | 5.56% | 28.10%-22.5pp | 28.19%-22.6pp | 345.32%-339.8pp |
| Employer contribution / active EE | $2,490 | $3,220-22.7% | $2,521-1.3% | $4,762-47.7% |
| Participant deferral / active EE | $5,043 | $4,778+5.5% | $4,049+24.6% | $5,850-13.8% |
| Admin fee / account holder | $9,525 | $12,205-22.0% | $7,497+27.1% | $11,596-17.9% |