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 | $171,107 | $125,758+36.1% | $169,993+0.7% | $75,163+127.6% |
| Participation rate | 96.9% | 83.6%+13.3pp | 87.0%+9.9pp | 67.2%+29.7pp |
| Annual return | 5.29% | 27.20%-21.9pp | 53.37%-48.1pp | 160.62%-155.3pp |
| Employer contribution / active EE | $7,643 | $4,615+65.6% | $6,785+12.6% | $2,670+186.3% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $10,408-100.0% | $4,125-100.0% |
| Admin fee / account holder | $5,414 | $8,173-33.8% | $12,815-57.7% | $5,651-4.2% |