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 | $176,635 | $95,803+84.4% | $113,168+56.1% | $84,808+108.3% |
| Participation rate | 93.8% | 72.9%+20.9pp | 76.6%+17.2pp | 68.3%+25.4pp |
| Annual return | 12.10% | 25.00%-12.9pp | 24.27%-12.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $6,494 | $2,360+175.2% | $2,975+118.3% | $2,631+146.8% |
| Participant deferral / active EE | $5,312 | $4,242+25.2% | $5,107+4.0% | $4,212+26.1% |
| Admin fee / account holder | $68,471 | $8,989+661.7% | $12,068+467.4% | $7,344+832.4% |