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 | $167,279 | $95,803+74.6% | $113,168+47.8% | $84,808+97.2% |
| Participation rate | 98.4% | 72.9%+25.5pp | 76.6%+21.8pp | 68.3%+30.1pp |
| Annual return | 9.79% | 25.00%-15.2pp | 24.27%-14.5pp | 40.90%-31.1pp |
| Employer contribution / active EE | $9,937 | $2,360+321.1% | $2,975+234.0% | $2,631+277.7% |
| Participant deferral / active EE | $3,357 | $4,242-20.9% | $5,107-34.3% | $4,212-20.3% |
| Admin fee / account holder | $8,247 | $8,989-8.3% | $12,068-31.7% | $7,344+12.3% |