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 | $194,678 | $72,277+169.3% | $101,248+92.3% | $79,858+143.8% |
| Participation rate | 80.4% | 68.5%+12.0pp | 75.8%+4.6pp | 69.6%+10.8pp |
| Annual return | 8.56% | 22.30%-13.7pp | 46.47%-37.9pp | 31.71%-23.2pp |
| Employer contribution / active EE | $3,481 | $2,692+29.3% | $3,660-4.9% | $2,471+40.9% |
| Participant deferral / active EE | $9,178 | $3,282+179.7% | $4,370+110.0% | $3,740+145.4% |
| Admin fee / account holder | $2,668 | $4,400-39.4% | $5,945-55.1% | $5,306-49.7% |