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 | $160,186 | $78,422+104.3% | $95,952+66.9% | $79,858+100.6% |
| Participation rate | 90.0% | 73.5%+16.5pp | 77.1%+12.9pp | 69.6%+20.4pp |
| Annual return | 8.19% | 19.37%-11.2pp | 91.61%-83.4pp | 31.71%-23.5pp |
| Employer contribution / active EE | $880 | $1,945-54.8% | $2,541-65.4% | $2,471-64.4% |
| Participant deferral / active EE | $4,690 | $3,440+36.3% | $4,167+12.5% | $3,740+25.4% |
| Admin fee / account holder | $5,285 | $5,622-6.0% | $6,795-22.2% | $5,306-0.4% |