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 | $165,922 | $76,552+116.7% | $123,892+33.9% | $62,891+163.8% |
| Participation rate | 97.9% | 73.0%+24.9pp | 81.4%+16.5pp | 69.3%+28.6pp |
| Annual return | 5.09% | 18.68%-13.6pp | 47.52%-42.4pp | 20.14%-15.0pp |
| Employer contribution / active EE | $10,935 | $2,883+279.3% | $4,617+136.8% | $2,281+379.4% |
| Participant deferral / active EE | $2,883 | $4,840-40.4% | $5,984-51.8% | $3,203-10.0% |
| Admin fee / account holder | $3,276 | $4,826-32.1% | $8,357-60.8% | $4,296-23.7% |