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 | $144,246 | $78,422+83.9% | $95,952+50.3% | $79,858+80.6% |
| Participation rate | 98.3% | 73.5%+24.8pp | 77.1%+21.2pp | 69.6%+28.7pp |
| Annual return | 9.90% | 19.37%-9.5pp | 91.61%-81.7pp | 31.71%-21.8pp |
| Employer contribution / active EE | $4,661 | $1,945+139.6% | $2,541+83.4% | $2,471+88.7% |
| Participant deferral / active EE | $4,466 | $3,440+29.8% | $4,167+7.2% | $3,740+19.4% |
| Admin fee / account holder | $1,888 | $5,622-66.4% | $6,795-72.2% | $5,306-64.4% |