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 | $153,690 | $78,672+95.4% | $109,143+40.8% | $85,850+79.0% |
| Participation rate | 77.4% | 68.3%+9.1pp | 75.9%+1.5pp | 69.3%+8.1pp |
| Annual return | 10.89% | 25.09%-14.2pp | 25.75%-14.9pp | 318.53%-307.6pp |
| Employer contribution / active EE | $3,204 | $2,735+17.2% | $3,722-13.9% | $2,565+24.9% |
| Participant deferral / active EE | $8,130 | $3,467+134.5% | $4,653+74.7% | $3,952+105.7% |
| Admin fee / account holder | $22,829 | $5,469+317.4% | $6,752+238.1% | $6,260+264.7% |