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 | $168,934 | $39,019+332.9% | $80,716+109.3% | $85,850+96.8% |
| Participation rate | 77.8% | 41.5%+36.2pp | 54.2%+23.6pp | 69.3%+8.5pp |
| Annual return | 8.72% | 26.27%-17.5pp | 87.28%-78.6pp | 318.53%-309.8pp |
| Employer contribution / active EE | $530 | $722-26.6% | $1,160-54.3% | $2,565-79.3% |
| Participant deferral / active EE | $3,838 | $1,326+189.6% | $2,146+78.9% | $3,952-2.9% |
| Admin fee / account holder | $13,235 | $2,431+444.5% | $3,380+291.6% | $6,260+111.4% |