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 | $159,991 | $98,750+62.0% | $149,696+6.9% | $79,858+100.3% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.5%+14.9pp | 69.6%+27.7pp |
| Annual return | 5.26% | 27.43%-22.2pp | 276.60%-271.3pp | 31.71%-26.5pp |
| Employer contribution / active EE | $2,503 | $3,216-22.2% | $4,644-46.1% | $2,471+1.3% |
| Participant deferral / active EE | $10,254 | $5,680+80.5% | $6,842+49.9% | $3,740+174.2% |
| Admin fee / account holder | $24,101 | $6,053+298.2% | $9,309+158.9% | $5,306+354.2% |