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 | $188,776 | $80,717+133.9% | $154,803+21.9% | $84,808+122.6% |
| Participation rate | 89.7% | 66.8%+22.8pp | 78.1%+11.6pp | 68.3%+21.3pp |
| Annual return | 10.56% | 37.96%-27.4pp | 58.88%-48.3pp | 40.90%-30.3pp |
| Employer contribution / active EE | $5,925 | $2,761+114.6% | $4,305+37.6% | $2,631+125.2% |
| Participant deferral / active EE | $4,510 | $3,303+36.5% | $5,540-18.6% | $4,212+7.1% |
| Admin fee / account holder | $1,822 | $6,746-73.0% | $14,329-87.3% | $7,344-75.2% |