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 | $157,914 | $91,552+72.5% | $133,956+17.9% | $79,858+97.7% |
| Participation rate | 96.9% | 73.3%+23.5pp | 79.8%+17.0pp | 69.6%+27.2pp |
| Annual return | 5.40% | 61.85%-56.4pp | 45.09%-39.7pp | 31.71%-26.3pp |
| Employer contribution / active EE | $4,738 | $2,384+98.8% | $3,919+20.9% | $2,471+91.7% |
| Participant deferral / active EE | $3,001 | $3,733-19.6% | $5,048-40.5% | $3,740-19.8% |
| Admin fee / account holder | $13,044 | $6,321+106.4% | $8,927+46.1% | $5,306+145.8% |