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 | $165,266 | $109,413+51.0% | $156,263+5.8% | $84,808+94.9% |
| Participation rate | 93.5% | 72.7%+20.9pp | 78.9%+14.6pp | 68.3%+25.2pp |
| Annual return | 9.61% | 20.18%-10.6pp | 59.47%-49.9pp | 40.90%-31.3pp |
| Employer contribution / active EE | $6,667 | $2,907+129.4% | $4,333+53.9% | $2,631+153.4% |
| Participant deferral / active EE | $5,514 | $4,590+20.1% | $6,158-10.5% | $4,212+30.9% |
| Admin fee / account holder | $1,636 | $9,357-82.5% | $14,255-88.5% | $7,344-77.7% |