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 9-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 | $161,277 | $98,750+63.3% | $149,696+7.7% | $79,858+102.0% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.5%+0.3pp | 69.6%+13.2pp |
| Annual return | 12.19% | 27.43%-15.2pp | 276.60%-264.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,591 | $3,216-50.5% | $4,644-65.7% | $2,471-35.6% |
| Participant deferral / active EE | $10,654 | $5,680+87.6% | $6,842+55.7% | $3,740+184.9% |
| Admin fee / account holder | $7,683 | $6,053+26.9% | $9,309-17.5% | $5,306+44.8% |