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 | $155,980 | $81,208+92.1% | $98,907+57.7% | $79,858+95.3% |
| Participation rate | 80.7% | 72.5%+8.2pp | 76.0%+4.7pp | 69.6%+11.1pp |
| Annual return | 9.61% | 60.99%-51.4pp | 196.43%-186.8pp | 31.71%-22.1pp |
| Employer contribution / active EE | $2,559 | $1,960+30.6% | $2,689-4.8% | $2,471+3.6% |
| Participant deferral / active EE | $4,119 | $3,265+26.2% | $4,244-2.9% | $3,740+10.1% |
| Admin fee / account holder | $15,494 | $6,013+157.7% | $6,642+133.3% | $5,306+192.0% |