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 | $184,370 | $124,281+48.3% | $109,143+68.9% | $167,490+10.1% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 9.58% | 26.04%-16.5pp | 25.75%-16.2pp | 478.56%-469.0pp |
| Employer contribution / active EE | $1,003 | $4,207-76.2% | $3,722-73.1% | $4,837-79.3% |
| Participant deferral / active EE | $5,396 | $5,255+2.7% | $4,653+16.0% | $6,341-14.9% |
| Admin fee / account holder | $3,020 | $7,970-62.1% | $6,752-55.3% | $12,309-75.5% |