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 | $162,820 | $91,552+77.8% | $133,956+21.5% | $79,858+103.9% |
| Participation rate | 76.0% | 73.3%+2.7pp | 79.8%-3.8pp | 69.6%+6.4pp |
| Annual return | 6.41% | 61.85%-55.4pp | 45.09%-38.7pp | 31.71%-25.3pp |
| Employer contribution / active EE | $1,547 | $2,384-35.1% | $3,919-60.5% | $2,471-37.4% |
| Participant deferral / active EE | $4,018 | $3,733+7.6% | $5,048-20.4% | $3,740+7.4% |
| Admin fee / account holder | $33,582 | $6,321+431.3% | $8,927+276.2% | $5,306+532.9% |