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 | $183,015 | $93,571+95.6% | $135,903+34.7% | $75,163+143.5% |
| Participation rate | 90.6% | 75.2%+15.4pp | 81.9%+8.7pp | 67.2%+23.4pp |
| Annual return | 13.47% | 30.90%-17.4pp | 68.23%-54.8pp | 160.62%-147.1pp |
| Employer contribution / active EE | $4,660 | $3,537+31.8% | $4,856-4.0% | $2,670+74.6% |
| Participant deferral / active EE | $8,513 | $6,404+32.9% | $7,758+9.7% | $4,125+106.4% |
| Admin fee / account holder | $4,778 | $6,975-31.5% | $10,762-55.6% | $5,651-15.4% |