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 | $175,356 | $89,355+96.2% | $141,162+24.2% | $72,985+140.3% |
| Participation rate | 92.6% | 75.1%+17.5pp | 82.5%+10.1pp | 69.5%+23.1pp |
| Annual return | 16.64% | 111.85%-95.2pp | 71.39%-54.7pp | 81.00%-64.4pp |
| Employer contribution / active EE | $2,677 | $3,114-14.0% | $4,735-43.5% | $2,440+9.7% |
| Participant deferral / active EE | $4,566 | $5,418-15.7% | $6,709-31.9% | $3,607+26.6% |
| Admin fee / account holder | $26,930 | $5,958+352.0% | $10,261+162.4% | $5,124+425.5% |