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 | $174,138 | $80,968+115.1% | $96,544+80.4% | $75,163+131.7% |
| Participation rate | 87.9% | 71.8%+16.1pp | 76.0%+11.9pp | 67.2%+20.7pp |
| Annual return | 11.75% | 27.06%-15.3pp | 25.84%-14.1pp | 160.62%-148.9pp |
| Employer contribution / active EE | $1,919 | $2,282-15.9% | $2,965-35.3% | $2,670-28.1% |
| Participant deferral / active EE | $5,009 | $3,928+27.5% | $4,851+3.3% | $4,125+21.4% |
| Admin fee / account holder | $14,262 | $6,724+112.1% | $8,252+72.8% | $5,651+152.4% |