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 | $165,762 | $89,355+85.5% | $141,162+17.4% | $72,985+127.1% |
| Participation rate | 71.4% | 75.1%-3.7pp | 82.5%-11.0pp | 69.5%+1.9pp |
| Annual return | 16.90% | 111.85%-94.9pp | 71.39%-54.5pp | 81.00%-64.1pp |
| Employer contribution / active EE | $1,862 | $3,114-40.2% | $4,735-60.7% | $2,440-23.7% |
| Participant deferral / active EE | $4,083 | $5,418-24.6% | $6,709-39.1% | $3,607+13.2% |
| Admin fee / account holder | $30,980 | $5,958+420.0% | $10,261+201.9% | $5,124+504.6% |