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 | $166,206 | $109,881+51.3% | $150,045+10.8% | $84,808+96.0% |
| Participation rate | 82.9% | 76.1%+6.8pp | 82.3%+0.5pp | 68.3%+14.5pp |
| Annual return | 13.59% | 28.25%-14.7pp | 62.55%-49.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $5,714 | $3,561+60.5% | $4,693+21.8% | $2,631+117.2% |
| Participant deferral / active EE | $5,529 | $6,636-16.7% | $7,997-30.9% | $4,212+31.3% |
| Admin fee / account holder | $59,040 | $8,568+589.1% | $13,435+339.5% | $7,344+703.9% |