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 | $168,786 | $109,413+54.3% | $156,263+8.0% | $84,808+99.0% |
| Participation rate | 97.2% | 72.7%+24.5pp | 78.9%+18.3pp | 68.3%+28.9pp |
| Annual return | 10.00% | 20.18%-10.2pp | 59.47%-49.5pp | 40.90%-30.9pp |
| Employer contribution / active EE | $4,158 | $2,907+43.0% | $4,333-4.0% | $2,631+58.0% |
| Participant deferral / active EE | $7,411 | $4,590+61.5% | $6,158+20.3% | $4,212+76.0% |
| Admin fee / account holder | $31,981 | $9,357+241.8% | $14,255+124.4% | $7,344+335.5% |