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 | $168,196 | $63,346+165.5% | $92,233+82.4% | $70,131+139.8% |
| Participation rate | 97.6% | 68.7%+28.9pp | 76.5%+21.1pp | 69.5%+28.1pp |
| Annual return | 10.63% | 530.12%-519.5pp | 176.28%-165.7pp | 73.14%-62.5pp |
| Employer contribution / active EE | $3,008 | $2,471+21.7% | $3,679-18.2% | $2,342+28.4% |
| Participant deferral / active EE | $4,627 | $2,854+62.1% | $3,897+18.7% | $3,332+38.9% |
| Admin fee / account holder | $14,279 | $3,840+271.8% | $5,194+174.9% | $4,645+207.4% |