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 | $187,853 | $98,750+90.2% | $149,696+25.5% | $79,858+135.2% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.5%+9.5pp | 69.6%+22.4pp |
| Annual return | 11.50% | 27.43%-15.9pp | 276.60%-265.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $888 | $3,216-72.4% | $4,644-80.9% | $2,471-64.0% |
| Participant deferral / active EE | $5,305 | $5,680-6.6% | $6,842-22.5% | $3,740+41.8% |
| Admin fee / account holder | $1,387 | $6,053-77.1% | $9,309-85.1% | $5,306-73.9% |