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 | $173,917 | $89,355+94.6% | $141,162+23.2% | $72,985+138.3% |
| Participation rate | 97.2% | 75.1%+22.1pp | 82.5%+14.8pp | 69.5%+27.7pp |
| Annual return | 14.87% | 111.85%-97.0pp | 71.39%-56.5pp | 81.00%-66.1pp |
| Employer contribution / active EE | $4,400 | $3,114+41.3% | $4,735-7.1% | $2,440+80.3% |
| Participant deferral / active EE | $9,324 | $5,418+72.1% | $6,709+39.0% | $3,607+158.5% |
| Admin fee / account holder | $50,258 | $5,958+743.5% | $10,261+389.8% | $5,124+880.8% |