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 | $187,879 | $109,881+71.0% | $150,045+25.2% | $84,808+121.5% |
| Participation rate | 96.4% | 76.1%+20.3pp | 82.3%+14.1pp | 68.3%+28.1pp |
| Annual return | 12.57% | 28.25%-15.7pp | 62.55%-50.0pp | 40.90%-28.3pp |
| Employer contribution / active EE | $4,654 | $3,561+30.7% | $4,693-0.8% | $2,631+76.9% |
| Participant deferral / active EE | $14,504 | $6,636+118.6% | $7,997+81.4% | $4,212+244.4% |
| Admin fee / account holder | $16,411 | $8,568+91.5% | $13,435+22.2% | $7,344+123.5% |