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 | $147,218 | $95,416+54.3% | $185,823-20.8% | $85,850+71.5% |
| Participation rate | 97.6% | 68.8%+28.8pp | 81.7%+15.9pp | 69.3%+28.2pp |
| Annual return | 8.74% | 23.59%-14.8pp | 122.05%-113.3pp | 318.53%-309.8pp |
| Employer contribution / active EE | $6,337 | $3,314+91.2% | $5,167+22.6% | $2,565+147.1% |
| Participant deferral / active EE | $4,748 | $3,423+38.7% | $5,568-14.7% | $3,952+20.2% |
| Admin fee / account holder | $10,717 | $7,213+48.6% | $16,237-34.0% | $6,260+71.2% |