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 | $161,572 | $78,672+105.4% | $109,143+48.0% | $85,850+88.2% |
| Participation rate | 96.3% | 68.3%+28.0pp | 75.9%+20.4pp | 69.3%+27.0pp |
| Annual return | 10.19% | 25.09%-14.9pp | 25.75%-15.6pp | 318.53%-308.3pp |
| Employer contribution / active EE | $2,964 | $2,735+8.4% | $3,722-20.4% | $2,565+15.6% |
| Participant deferral / active EE | $6,758 | $3,467+94.9% | $4,653+45.2% | $3,952+71.0% |
| Admin fee / account holder | $2,692 | $5,469-50.8% | $6,752-60.1% | $6,260-57.0% |