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 | $161,169 | $85,766+87.9% | $136,294+18.3% | $70,131+129.8% |
| Participation rate | 97.1% | 74.2%+23.0pp | 81.9%+15.2pp | 69.5%+27.6pp |
| Annual return | 13.89% | 31.45%-17.6pp | 5155.94%-5142.0pp | 73.14%-59.3pp |
| Employer contribution / active EE | $7,819 | $2,966+163.6% | $4,695+66.5% | $2,342+233.8% |
| Participant deferral / active EE | $5,328 | $5,051+5.5% | $6,247-14.7% | $3,332+59.9% |
| Admin fee / account holder | $4,272 | $5,420-21.2% | $9,243-53.8% | $4,645-8.0% |