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 | $150,916 | $102,317+47.5% | $146,958+2.7% | $80,856+86.6% |
| Participation rate | 74.1% | 75.8%-1.8pp | 82.2%-8.1pp | 67.6%+6.4pp |
| Annual return | 11.68% | 134.76%-123.1pp | 418.34%-406.7pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,546 | $3,713-31.4% | $4,933-48.4% | $2,755-7.6% |
| Participant deferral / active EE | $5,309 | $6,644-20.1% | $8,070-34.2% | $4,296+23.6% |
| Admin fee / account holder | $1,633 | $7,941-79.4% | $12,998-87.4% | $6,918-76.4% |