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 | $189,396 | $109,413+73.1% | $156,263+21.2% | $84,808+123.3% |
| Participation rate | 97.7% | 72.7%+25.0pp | 78.9%+18.8pp | 68.3%+29.4pp |
| Annual return | 12.28% | 20.18%-7.9pp | 59.47%-47.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,207 | $2,907-58.5% | $4,333-72.1% | $2,631-54.1% |
| Participant deferral / active EE | $15,095 | $4,590+228.9% | $6,158+145.1% | $4,212+258.4% |
| Admin fee / account holder | $27,299 | $9,357+191.8% | $14,255+91.5% | $7,344+271.7% |