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 | $221,477 | $95,803+131.2% | $113,168+95.7% | $84,808+161.2% |
| Participation rate | 86.7% | 72.9%+13.8pp | 76.6%+10.1pp | 68.3%+18.4pp |
| Annual return | 10.58% | 25.00%-14.4pp | 24.27%-13.7pp | 40.90%-30.3pp |
| Employer contribution / active EE | $3,349 | $2,360+41.9% | $2,975+12.6% | $2,631+27.3% |
| Participant deferral / active EE | $5,443 | $4,242+28.3% | $5,107+6.6% | $4,212+29.2% |
| Admin fee / account holder | $42,663 | $8,989+374.6% | $12,068+253.5% | $7,344+480.9% |