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 | $188,486 | $109,881+71.5% | $150,045+25.6% | $84,808+122.3% |
| Participation rate | 98.5% | 76.1%+22.4pp | 82.3%+16.1pp | 68.3%+30.2pp |
| Annual return | 13.53% | 28.25%-14.7pp | 62.55%-49.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $5,419 | $3,561+52.2% | $4,693+15.5% | $2,631+106.0% |
| Participant deferral / active EE | $9,783 | $6,636+47.4% | $7,997+22.3% | $4,212+132.3% |
| Admin fee / account holder | $53,069 | $8,568+519.4% | $13,435+295.0% | $7,344+622.6% |