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 | $157,639 | $102,605+53.6% | $145,661+8.2% | $84,808+85.9% |
| Participation rate | 94.9% | 74.3%+20.6pp | 77.2%+17.7pp | 68.3%+26.6pp |
| Annual return | 11.09% | 26.50%-15.4pp | 101.46%-90.4pp | 40.90%-29.8pp |
| Employer contribution / active EE | $1,766 | $3,325-46.9% | $4,238-58.3% | $2,631-32.9% |
| Participant deferral / active EE | $9,042 | $5,750+57.2% | $7,198+25.6% | $4,212+114.7% |
| Admin fee / account holder | $5,821 | $8,758-33.5% | $12,466-53.3% | $7,344-20.7% |