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 | $151,906 | $109,881+38.2% | $150,045+1.2% | $84,808+79.1% |
| Participation rate | 77.6% | 76.1%+1.5pp | 82.3%-4.7pp | 68.3%+9.3pp |
| Annual return | 7.47% | 28.25%-20.8pp | 62.55%-55.1pp | 40.90%-33.4pp |
| Employer contribution / active EE | $13,277 | $3,561+272.8% | $4,693+182.9% | $2,631+404.6% |
| Participant deferral / active EE | $8,068 | $6,636+21.6% | $7,997+0.9% | $4,212+91.6% |
| Admin fee / account holder | $12,197 | $8,568+42.4% | $13,435-9.2% | $7,344+66.1% |