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 | $158,665 | $78,422+102.3% | $95,952+65.4% | $79,858+98.7% |
| Participation rate | 88.2% | 73.5%+14.7pp | 77.1%+11.2pp | 69.6%+18.6pp |
| Annual return | 4.37% | 19.37%-15.0pp | 91.61%-87.2pp | 31.71%-27.3pp |
| Employer contribution / active EE | $5,415 | $1,945+178.4% | $2,541+113.1% | $2,471+119.2% |
| Participant deferral / active EE | $2,309 | $3,440-32.9% | $4,167-44.6% | $3,740-38.3% |
| Admin fee / account holder | $24,328 | $5,622+332.7% | $6,795+258.0% | $5,306+358.5% |