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 | $156,714 | $67,411+132.5% | $91,001+72.2% | $70,131+123.5% |
| Participation rate | 97.2% | 71.4%+25.9pp | 75.6%+21.6pp | 69.5%+27.7pp |
| Annual return | 12.49% | -40.16%+52.6pp | 4.60%+7.9pp | 73.14%-60.7pp |
| Employer contribution / active EE | $2,639 | $1,786+47.7% | $2,456+7.5% | $2,342+12.7% |
| Participant deferral / active EE | $5,288 | $2,823+87.3% | $3,547+49.1% | $3,332+58.7% |
| Admin fee / account holder | $6,325 | $4,236+49.3% | $5,417+16.8% | $4,645+36.2% |