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 | $169,769 | $81,248+109.0% | $155,509+9.2% | $80,856+110.0% |
| Participation rate | 89.7% | 66.2%+23.5pp | 78.2%+11.6pp | 67.6%+22.1pp |
| Annual return | 10.40% | 33.31%-22.9pp | 64.67%-54.3pp | 35.59%-25.2pp |
| Employer contribution / active EE | $6,457 | $3,100+108.3% | $4,672+38.2% | $2,755+134.4% |
| Participant deferral / active EE | $4,439 | $3,452+28.6% | $5,626-21.1% | $4,296+3.3% |
| Admin fee / account holder | $31,517 | $7,997+294.1% | $15,912+98.1% | $6,918+355.6% |