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 | $162,321 | $98,750+64.4% | $149,696+8.4% | $79,858+103.3% |
| Participation rate | 86.8% | 75.8%+11.1pp | 82.5%+4.4pp | 69.6%+17.2pp |
| Annual return | 10.02% | 27.43%-17.4pp | 276.60%-266.6pp | 31.71%-21.7pp |
| Employer contribution / active EE | $9,666 | $3,216+200.5% | $4,644+108.1% | $2,471+291.2% |
| Participant deferral / active EE | $9,674 | $5,680+70.3% | $6,842+41.4% | $3,740+158.7% |
| Admin fee / account holder | $1,575 | $6,053-74.0% | $9,309-83.1% | $5,306-70.3% |