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 | $165,144 | $101,724+62.3% | $164,813+0.2% | $80,856+104.2% |
| Participation rate | 86.7% | 71.8%+14.8pp | 78.6%+8.1pp | 67.6%+19.0pp |
| Annual return | 8.90% | 16.72%-7.8pp | 69.93%-61.0pp | 35.59%-26.7pp |
| Employer contribution / active EE | $5,156 | $2,953+74.6% | $4,341+18.8% | $2,755+87.1% |
| Participant deferral / active EE | $6,717 | $4,477+50.0% | $6,031+11.4% | $4,296+56.4% |
| Admin fee / account holder | $80,694 | $8,227+880.8% | $12,690+535.9% | $6,918+1066.4% |