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 | $161,968 | $109,413+48.0% | $156,263+3.7% | $84,808+91.0% |
| Participation rate | 95.7% | 72.7%+23.0pp | 78.9%+16.7pp | 68.3%+27.3pp |
| Annual return | 7.22% | 20.18%-13.0pp | 59.47%-52.2pp | 40.90%-33.7pp |
| Employer contribution / active EE | $8,457 | $2,907+190.9% | $4,333+95.2% | $2,631+221.4% |
| Participant deferral / active EE | $5,635 | $4,590+22.8% | $6,158-8.5% | $4,212+33.8% |
| Admin fee / account holder | $44,275 | $9,357+373.2% | $14,255+210.6% | $7,344+502.9% |