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 | $167,381 | $109,881+52.3% | $150,045+11.6% | $84,808+97.4% |
| Participation rate | 75.0% | 76.1%-1.1pp | 82.3%-7.3pp | 68.3%+6.7pp |
| Annual return | 10.42% | 28.25%-17.8pp | 62.55%-52.1pp | 40.90%-30.5pp |
| Employer contribution / active EE | $2,524 | $3,561-29.1% | $4,693-46.2% | $2,631-4.0% |
| Participant deferral / active EE | $4,930 | $6,636-25.7% | $7,997-38.4% | $4,212+17.1% |
| Admin fee / account holder | $8,544 | $8,568-0.3% | $13,435-36.4% | $7,344+16.3% |