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 | $156,409 | $72,012+117.2% | $185,823-15.8% | $79,858+95.9% |
| Participation rate | 85.7% | 65.8%+20.0pp | 78.0%+7.7pp | 69.6%+16.1pp |
| Annual return | -1.75% | 23.12%-24.9pp | 35.95%-37.7pp | 31.71%-33.5pp |
| Employer contribution / active EE | $3,118 | $1,965+58.7% | $4,087-23.7% | $2,471+26.2% |
| Participant deferral / active EE | $5,634 | $3,779+49.1% | $5,6320% | $3,740+50.6% |
| Admin fee / account holder | $6,846 | $4,513+51.7% | $9,500-27.9% | $5,306+29.0% |