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 | $168,667 | $86,286+95.5% | $111,297+51.5% | $85,850+96.5% |
| Participation rate | 75.8% | 73.3%+2.4pp | 77.3%-1.6pp | 69.3%+6.4pp |
| Annual return | 10.18% | 19.99%-9.8pp | 54.65%-44.5pp | 318.53%-308.4pp |
| Employer contribution / active EE | $1,080 | $2,043-47.1% | $2,731-60.5% | $2,565-57.9% |
| Participant deferral / active EE | $2,999 | $3,641-17.6% | $4,487-33.2% | $3,952-24.1% |
| Admin fee / account holder | $759 | $8,188-90.7% | $7,964-90.5% | $6,260-87.9% |