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 | $164,677 | $89,753+83.5% | $107,525+53.2% | $84,808+94.2% |
| Participation rate | 93.1% | 68.1%+25.0pp | 75.1%+18.0pp | 68.3%+24.8pp |
| Annual return | 12.50% | 29.48%-17.0pp | 181.32%-168.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $23,423 | $3,113+652.3% | $3,754+524.0% | $2,631+790.3% |
| Participant deferral / active EE | $5,677 | $4,056+40.0% | $5,116+11.0% | $4,212+34.8% |
| Admin fee / account holder | $11,222 | $7,222+55.4% | $8,919+25.8% | $7,344+52.8% |