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 | $158,765 | $67,606+134.8% | $82,313+92.9% | $70,131+126.4% |
| Participation rate | 96.3% | 72.8%+23.5pp | 76.9%+19.4pp | 69.5%+26.8pp |
| Annual return | 11.13% | 21.57%-10.4pp | 25.88%-14.7pp | 73.14%-62.0pp |
| Employer contribution / active EE | $3,546 | $1,755+102.1% | $2,428+46.0% | $2,342+51.4% |
| Participant deferral / active EE | $3,661 | $2,987+22.6% | $3,706-1.2% | $3,332+9.9% |
| Admin fee / account holder | $29,179 | $4,512+546.7% | $5,608+420.3% | $4,645+528.1% |