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 | $172,050 | $84,233+104.3% | $170,442+0.9% | $70,131+145.3% |
| Participation rate | 92.6% | 70.8%+21.8pp | 83.6%+9.0pp | 69.5%+23.1pp |
| Annual return | 10.83% | 23.06%-12.2pp | 205.93%-195.1pp | 73.14%-62.3pp |
| Employer contribution / active EE | $5,358 | $3,387+58.2% | $5,433-1.4% | $2,342+128.7% |
| Participant deferral / active EE | $3,937 | $3,086+27.6% | $4,939-20.3% | $3,332+18.2% |
| Admin fee / account holder | $11,551 | $5,698+102.7% | $13,880-16.8% | $4,645+148.7% |