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 | $173,223 | $109,881+57.6% | $150,045+15.4% | $84,808+104.3% |
| Participation rate | 77.4% | 76.1%+1.3pp | 82.3%-4.9pp | 68.3%+9.1pp |
| Annual return | 12.73% | 28.25%-15.5pp | 62.55%-49.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $953 | $3,561-73.2% | $4,693-79.7% | $2,631-63.8% |
| Participant deferral / active EE | $4,788 | $6,636-27.8% | $7,997-40.1% | $4,212+13.7% |
| Admin fee / account holder | $22,329 | $8,568+160.6% | $13,435+66.2% | $7,344+204.0% |