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 | $147,393 | $115,770+27.3% | $101,248+45.6% | $158,922-7.3% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 5.91% | 56.14%-50.2pp | 46.47%-40.6pp | 302.83%-296.9pp |
| Employer contribution / active EE | $1,668 | $4,175-60.0% | $3,660-54.4% | $4,761-65.0% |
| Participant deferral / active EE | $5,067 | $4,957+2.2% | $4,370+15.9% | $5,982-15.3% |
| Admin fee / account holder | $11,238 | $7,245+55.1% | $5,945+89.0% | $11,246-0.1% |