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 | $198,688 | $73,933+168.7% | $96,683+105.5% | $75,163+164.3% |
| Participation rate | 93.2% | 66.4%+26.8pp | 74.3%+18.8pp | 67.2%+26.0pp |
| Annual return | 12.93% | 26.70%-13.8pp | 35.69%-22.8pp | 160.62%-147.7pp |
| Employer contribution / active EE | $3,027 | $2,928+3.4% | $3,737-19.0% | $2,670+13.4% |
| Participant deferral / active EE | $10,870 | $3,659+197.1% | $4,878+122.8% | $4,125+163.5% |
| Admin fee / account holder | $12,343 | $5,216+136.6% | $6,730+83.4% | $5,651+118.4% |