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 | $154,634 | $105,181+47.0% | $159,436-3.0% | $85,850+80.1% |
| Participation rate | 76.1% | 75.8%+0.3pp | 82.8%-6.7pp | 69.3%+6.8pp |
| Annual return | 12.48% | 45.07%-32.6pp | 263.57%-251.1pp | 318.53%-306.1pp |
| Employer contribution / active EE | $3,466 | $3,318+4.5% | $4,829-28.2% | $2,565+35.1% |
| Participant deferral / active EE | $7,067 | $5,945+18.9% | $7,352-3.9% | $3,952+78.8% |
| Admin fee / account holder | $29,094 | $6,933+319.6% | $10,799+169.4% | $6,260+364.8% |