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 | $172,600 | $91,190+89.3% | $178,490-3.3% | $79,858+116.1% |
| Participation rate | 87.1% | 69.2%+17.9pp | 81.9%+5.2pp | 69.6%+17.5pp |
| Annual return | 6.57% | 24.19%-17.6pp | 151.07%-144.5pp | 31.71%-25.1pp |
| Employer contribution / active EE | $847 | $3,256-74.0% | $5,011-83.1% | $2,471-65.7% |
| Participant deferral / active EE | $2,494 | $3,236-22.9% | $5,202-52.1% | $3,740-33.3% |
| Admin fee / account holder | $23,965 | $6,751+255.0% | $13,984+71.4% | $5,306+351.6% |