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 | $167,667 | $85,766+95.5% | $136,294+23.0% | $70,131+139.1% |
| Participation rate | 97.1% | 74.2%+23.0pp | 81.9%+15.2pp | 69.5%+27.6pp |
| Annual return | 2.35% | 31.45%-29.1pp | 5155.94%-5153.6pp | 73.14%-70.8pp |
| Employer contribution / active EE | $7,571 | $2,966+155.3% | $4,695+61.3% | $2,342+223.2% |
| Participant deferral / active EE | $6,541 | $5,051+29.5% | $6,247+4.7% | $3,332+96.3% |
| Admin fee / account holder | $18,275 | $5,420+237.1% | $9,243+97.7% | $4,645+293.4% |