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 | $193,622 | $95,803+102.1% | $113,168+71.1% | $84,808+128.3% |
| Participation rate | 90.3% | 72.9%+17.5pp | 76.6%+13.8pp | 68.3%+22.0pp |
| Annual return | 9.85% | 25.00%-15.2pp | 24.27%-14.4pp | 40.90%-31.0pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,723 | $4,242+152.8% | $5,107+110.0% | $4,212+154.6% |
| Admin fee / account holder | $35,966 | $8,989+300.1% | $12,068+198.0% | $7,344+389.7% |