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 | $166,312 | $80,968+105.4% | $96,544+72.3% | $75,163+121.3% |
| Participation rate | 70.0% | 71.8%-1.8pp | 76.0%-6.0pp | 67.2%+2.8pp |
| Annual return | 9.43% | 27.06%-17.6pp | 25.84%-16.4pp | 160.62%-151.2pp |
| Employer contribution / active EE | $2,200 | $2,282-3.6% | $2,965-25.8% | $2,670-17.6% |
| Participant deferral / active EE | $5,581 | $3,928+42.1% | $4,851+15.0% | $4,125+35.3% |
| Admin fee / account holder | $29,184 | $6,724+334.0% | $8,252+253.6% | $5,651+416.4% |