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 | $156,761 | $99,985+56.8% | $146,665+6.9% | $85,850+82.6% |
| Participation rate | 78.0% | 73.1%+4.9pp | 80.1%-2.1pp | 69.3%+8.7pp |
| Annual return | 10.91% | 18.93%-8.0pp | 22.74%-11.8pp | 318.53%-307.6pp |
| Employer contribution / active EE | $1,401 | $2,559-45.2% | $4,136-66.1% | $2,565-45.4% |
| Participant deferral / active EE | $3,844 | $4,006-4.0% | $5,506-30.2% | $3,952-2.7% |
| Admin fee / account holder | $6,120 | $7,702-20.5% | $10,280-40.5% | $6,260-2.2% |