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 | $158,658 | $77,314+105.2% | $177,989-10.9% | $80,856+96.2% |
| Participation rate | 84.4% | 65.7%+18.7pp | 77.1%+7.4pp | 67.6%+16.8pp |
| Annual return | 9.89% | 18.09%-8.2pp | 294.48%-284.6pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,686 | $2,292-26.4% | $3,949-57.3% | $2,755-38.8% |
| Participant deferral / active EE | $5,360 | $4,411+21.5% | $6,276-14.6% | $4,296+24.8% |
| Admin fee / account holder | $34,336 | $7,191+377.5% | $10,363+231.3% | $6,918+396.3% |