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 | $158,334 | $102,317+54.7% | $146,958+7.7% | $80,856+95.8% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.2%+2.5pp | 67.6%+17.0pp |
| Annual return | 10.75% | 134.76%-124.0pp | 418.34%-407.6pp | 35.59%-24.8pp |
| Employer contribution / active EE | $12,386 | $3,713+233.6% | $4,933+151.1% | $2,755+349.6% |
| Participant deferral / active EE | $9,529 | $6,644+43.4% | $8,070+18.1% | $4,296+121.8% |
| Admin fee / account holder | $901 | $7,941-88.7% | $12,998-93.1% | $6,918-87.0% |