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 | $193,200 | $109,881+75.8% | $150,045+28.8% | $84,808+127.8% |
| Participation rate | 97.1% | 76.1%+21.1pp | 82.3%+14.8pp | 68.3%+28.8pp |
| Annual return | 12.43% | 28.25%-15.8pp | 62.55%-50.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $2,594 | $3,561-27.2% | $4,693-44.7% | $2,631-1.4% |
| Participant deferral / active EE | $6,983 | $6,636+5.2% | $7,997-12.7% | $4,212+65.8% |
| Admin fee / account holder | $10,892 | $8,568+27.1% | $13,435-18.9% | $7,344+48.3% |