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 | $187,772 | $106,515+76.3% | $96,683+94.2% | $139,434+34.7% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 8.12% | 38.43%-30.3pp | 35.69%-27.6pp | 372.94%-364.8pp |
| Employer contribution / active EE | $1,250 | $4,103-69.5% | $3,737-66.6% | $4,751-73.7% |
| Participant deferral / active EE | $4,537 | $5,454-16.8% | $4,878-7.0% | $6,710-32.4% |
| Admin fee / account holder | $62,340 | $7,877+691.4% | $6,730+826.4% | $11,403+446.7% |