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 | $160,579 | $78,422+104.8% | $95,952+67.4% | $79,858+101.1% |
| Participation rate | 94.7% | 73.5%+21.3pp | 77.1%+17.7pp | 69.6%+25.1pp |
| Annual return | 6.38% | 19.37%-13.0pp | 91.61%-85.2pp | 31.71%-25.3pp |
| Employer contribution / active EE | $3,039 | $1,945+56.3% | $2,541+19.6% | $2,471+23.0% |
| Participant deferral / active EE | $4,246 | $3,440+23.4% | $4,167+1.9% | $3,740+13.5% |
| Admin fee / account holder | $12,861 | $5,622+128.8% | $6,795+89.3% | $5,306+142.4% |