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 | $167,512 | $89,753+86.6% | $107,525+55.8% | $84,808+97.5% |
| Participation rate | 96.9% | 68.1%+28.8pp | 75.1%+21.8pp | 68.3%+28.6pp |
| Annual return | 11.49% | 29.48%-18.0pp | 181.32%-169.8pp | 40.90%-29.4pp |
| Employer contribution / active EE | $12,150 | $3,113+290.2% | $3,754+223.7% | $2,631+361.8% |
| Participant deferral / active EE | $8,330 | $4,056+105.4% | $5,116+62.8% | $4,212+97.8% |
| Admin fee / account holder | $1,016 | $7,222-85.9% | $8,919-88.6% | $7,344-86.2% |