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 | $184,761 | $79,944+131.1% | $98,439+87.7% | $75,163+145.8% |
| Participation rate | 97.6% | 70.4%+27.2pp | 75.2%+22.4pp | 67.2%+30.4pp |
| Annual return | 12.54% | 19.75%-7.2pp | 21.16%-8.6pp | 160.62%-148.1pp |
| Employer contribution / active EE | $1,126 | $2,264-50.3% | $3,048-63.1% | $2,670-57.8% |
| Participant deferral / active EE | $6,141 | $3,752+63.7% | $4,738+29.6% | $4,125+48.9% |
| Admin fee / account holder | $8,384 | $6,840+22.6% | $8,948-6.3% | $5,651+48.4% |