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 | $204,586 | $67,606+202.6% | $82,313+148.5% | $70,131+191.7% |
| Participation rate | 90.5% | 72.8%+17.8pp | 76.9%+13.6pp | 69.5%+21.0pp |
| Annual return | 9.22% | 21.57%-12.3pp | 25.88%-16.7pp | 73.14%-63.9pp |
| Employer contribution / active EE | $8,115 | $1,755+362.5% | $2,428+234.2% | $2,342+246.4% |
| Participant deferral / active EE | $5,800 | $2,987+94.2% | $3,706+56.5% | $3,332+74.1% |
| Admin fee / account holder | $22,917 | $4,512+407.9% | $5,608+308.7% | $4,645+393.3% |