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 | $163,806 | $91,552+78.9% | $133,956+22.3% | $79,858+105.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 7.22% | 61.85%-54.6pp | 45.09%-37.9pp | 31.71%-24.5pp |
| Employer contribution / active EE | $1,875 | $2,384-21.3% | $3,919-52.1% | $2,471-24.1% |
| Participant deferral / active EE | $6,193 | $3,733+65.9% | $5,048+22.7% | $3,740+65.6% |
| Admin fee / account holder | $29,447 | $6,321+365.9% | $8,927+229.9% | $5,306+454.9% |