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 | $146,712 | $109,413+34.1% | $156,263-6.1% | $84,808+73.0% |
| Participation rate | 83.3% | 72.7%+10.6pp | 78.9%+4.4pp | 68.3%+15.0pp |
| Annual return | 9.25% | 20.18%-10.9pp | 59.47%-50.2pp | 40.90%-31.7pp |
| Employer contribution / active EE | $8,697 | $2,907+199.2% | $4,333+100.7% | $2,631+230.6% |
| Participant deferral / active EE | $8,443 | $4,590+84.0% | $6,158+37.1% | $4,212+100.5% |
| Admin fee / account holder | $60,144 | $9,357+542.8% | $14,255+321.9% | $7,344+719.0% |