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 | $143,849 | $106,515+35.1% | $96,683+48.8% | $139,434+3.2% |
| Participation rate | 95.8% | 77.8%+18.0pp | 74.3%+21.5pp | 80.3%+15.5pp |
| Annual return | 10.21% | 38.43%-28.2pp | 35.69%-25.5pp | 372.94%-362.7pp |
| Employer contribution / active EE | $6,207 | $4,103+51.3% | $3,737+66.1% | $4,751+30.6% |
| Participant deferral / active EE | $2,935 | $5,454-46.2% | $4,878-39.8% | $6,710-56.3% |
| Admin fee / account holder | $42,790 | $7,877+443.2% | $6,730+535.9% | $11,403+275.3% |