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 9-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 | $169,105 | $81,248+108.1% | $155,509+8.7% | $80,856+109.1% |
| Participation rate | 97.7% | 66.2%+31.4pp | 78.2%+19.5pp | 67.6%+30.0pp |
| Annual return | 9.99% | 33.31%-23.3pp | 64.67%-54.7pp | 35.59%-25.6pp |
| Employer contribution / active EE | $4,700 | $3,100+51.6% | $4,672+0.6% | $2,755+70.6% |
| Participant deferral / active EE | $7,176 | $3,452+107.9% | $5,626+27.5% | $4,296+67.0% |
| Admin fee / account holder | $1,656 | $7,997-79.3% | $15,912-89.6% | $6,918-76.1% |