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 | $155,266 | $98,750+57.2% | $149,696+3.7% | $79,858+94.4% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.5%+6.0pp | 69.6%+18.8pp |
| Annual return | 9.64% | 27.43%-17.8pp | 276.60%-267.0pp | 31.71%-22.1pp |
| Employer contribution / active EE | $3,488 | $3,216+8.4% | $4,644-24.9% | $2,471+41.2% |
| Participant deferral / active EE | $5,933 | $5,680+4.4% | $6,842-13.3% | $3,740+58.6% |
| Admin fee / account holder | $23,529 | $6,053+288.7% | $9,309+152.8% | $5,306+343.4% |