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 | $144,351 | $54,705+163.9% | $71,209+102.7% | $84,808+70.2% |
| Participation rate | 76.7% | 64.1%+12.6pp | 73.8%+2.9pp | 68.3%+8.4pp |
| Annual return | 13.23% | 35.90%-22.7pp | 282.51%-269.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $961 | $2,158-55.5% | $2,721-64.7% | $2,631-63.5% |
| Participant deferral / active EE | $6,166 | $3,030+103.5% | $4,175+47.7% | $4,212+46.4% |
| Admin fee / account holder | $12,743 | $4,863+162.0% | $5,349+138.2% | $7,344+73.5% |