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 | $195,871 | $76,367+156.5% | $93,606+109.3% | $72,985+168.4% |
| Participation rate | 94.1% | 71.7%+22.4pp | 75.8%+18.3pp | 69.5%+24.6pp |
| Annual return | 16.35% | 25.82%-9.5pp | 32.76%-16.4pp | 81.00%-64.6pp |
| Employer contribution / active EE | $896 | $2,275-60.6% | $2,718-67.0% | $2,440-63.3% |
| Participant deferral / active EE | $5,427 | $3,538+53.4% | $4,069+33.4% | $3,607+50.4% |
| Admin fee / account holder | $16,991 | $6,838+148.5% | $7,888+115.4% | $5,124+231.6% |