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 | $157,493 | $89,355+76.3% | $141,162+11.6% | $72,985+115.8% |
| Participation rate | 88.5% | 75.1%+13.3pp | 82.5%+6.0pp | 69.5%+19.0pp |
| Annual return | 10.21% | 111.85%-101.6pp | 71.39%-61.2pp | 81.00%-70.8pp |
| Employer contribution / active EE | $5,140 | $3,114+65.1% | $4,735+8.6% | $2,440+110.7% |
| Participant deferral / active EE | $12,373 | $5,418+128.4% | $6,709+84.4% | $3,607+243.0% |
| Admin fee / account holder | $8,991 | $5,958+50.9% | $10,261-12.4% | $5,124+75.5% |