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 | $158,833 | $85,766+85.2% | $136,294+16.5% | $70,131+126.5% |
| Participation rate | 89.5% | 74.2%+15.3pp | 81.9%+7.6pp | 69.5%+19.9pp |
| Annual return | 12.84% | 31.45%-18.6pp | 5155.94%-5143.1pp | 73.14%-60.3pp |
| Employer contribution / active EE | $1,679 | $2,966-43.4% | $4,695-64.2% | $2,342-28.3% |
| Participant deferral / active EE | $3,559 | $5,051-29.5% | $6,247-43.0% | $3,332+6.8% |
| Admin fee / account holder | $7,355 | $5,420+35.7% | $9,243-20.4% | $4,645+58.3% |