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 | $144,137 | $95,416+51.1% | $185,823-22.4% | $85,850+67.9% |
| Participation rate | 86.5% | 68.8%+17.7pp | 81.7%+4.8pp | 69.3%+17.2pp |
| Annual return | 8.60% | 23.59%-15.0pp | 122.05%-113.4pp | 318.53%-309.9pp |
| Employer contribution / active EE | $5,080 | $3,314+53.3% | $5,167-1.7% | $2,565+98.0% |
| Participant deferral / active EE | $6,149 | $3,423+79.6% | $5,568+10.4% | $3,952+55.6% |
| Admin fee / account holder | $13,043 | $7,213+80.8% | $16,237-19.7% | $6,260+108.4% |