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 | $164,772 | $117,983+39.7% | $101,794+61.9% | $142,382+15.7% |
| Participation rate | 90.5% | 74.2%+16.3pp | 69.2%+21.3pp | 80.1%+10.4pp |
| Annual return | 5.05% | 36.92%-31.9pp | 30.53%-25.5pp | 217.08%-212.0pp |
| Employer contribution / active EE | $1,190 | $2,773-57.1% | $2,289-48.0% | $4,299-72.3% |
| Participant deferral / active EE | $1,803 | $4,714-61.8% | $4,084-55.9% | $6,507-72.3% |
| Admin fee / account holder | $5,134 | $10,433-50.8% | $8,777-41.5% | $12,624-59.3% |