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 | $178,390 | $95,803+86.2% | $113,168+57.6% | $84,808+110.3% |
| Participation rate | 82.0% | 72.9%+9.1pp | 76.6%+5.4pp | 68.3%+13.7pp |
| Annual return | 8.67% | 25.00%-16.3pp | 24.27%-15.6pp | 40.90%-32.2pp |
| Employer contribution / active EE | $7,864 | $2,360+233.2% | $2,975+164.3% | $2,631+198.9% |
| Participant deferral / active EE | $6,236 | $4,242+47.0% | $5,107+22.1% | $4,212+48.1% |
| Admin fee / account holder | $70,824 | $8,989+687.9% | $12,068+486.9% | $7,344+864.4% |