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 | $193,737 | $78,672+146.3% | $109,143+77.5% | $85,850+125.7% |
| Participation rate | 97.3% | 68.3%+29.0pp | 75.9%+21.4pp | 69.3%+28.0pp |
| Annual return | 10.21% | 25.09%-14.9pp | 25.75%-15.5pp | 318.53%-308.3pp |
| Employer contribution / active EE | $3,018 | $2,735+10.4% | $3,722-18.9% | $2,565+17.7% |
| Participant deferral / active EE | $3,152 | $3,467-9.1% | $4,653-32.3% | $3,952-20.2% |
| Admin fee / account holder | $14,372 | $5,469+162.8% | $6,752+112.8% | $6,260+129.6% |