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 | $151,194 | $85,766+76.3% | $136,294+10.9% | $70,131+115.6% |
| Participation rate | 81.8% | 74.2%+7.7pp | 81.9%-0.1pp | 69.5%+12.3pp |
| Annual return | 14.06% | 31.45%-17.4pp | 5155.94%-5141.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $3,653 | $2,966+23.2% | $4,695-22.2% | $2,342+56.0% |
| Participant deferral / active EE | $6,733 | $5,051+33.3% | $6,247+7.8% | $3,332+102.1% |
| Admin fee / account holder | $1,894 | $5,420-65.1% | $9,243-79.5% | $4,645-59.2% |