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 | $199,714 | $89,753+122.5% | $107,525+85.7% | $84,808+135.5% |
| Participation rate | 98.0% | 68.1%+30.0pp | 75.1%+23.0pp | 68.3%+29.7pp |
| Annual return | 11.72% | 29.48%-17.8pp | 181.32%-169.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $2,866 | $3,113-7.9% | $3,754-23.6% | $2,631+8.9% |
| Participant deferral / active EE | $10,145 | $4,056+150.1% | $5,116+98.3% | $4,212+140.9% |
| Admin fee / account holder | $23,581 | $7,222+226.5% | $8,919+164.4% | $7,344+221.1% |