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 | $221,647 | $86,286+156.9% | $111,297+99.1% | $85,850+158.2% |
| Participation rate | 77.5% | 73.3%+4.2pp | 77.3%+0.2pp | 69.3%+8.2pp |
| Annual return | 9.04% | 19.99%-10.9pp | 54.65%-45.6pp | 318.53%-309.5pp |
| Employer contribution / active EE | $844 | $2,043-58.7% | $2,731-69.1% | $2,565-67.1% |
| Participant deferral / active EE | $5,689 | $3,641+56.3% | $4,487+26.8% | $3,952+44.0% |
| Admin fee / account holder | $44,524 | $8,188+443.8% | $7,964+459.1% | $6,260+611.3% |