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 | $182,596 | $78,926+131.4% | $136,749+33.5% | $84,808+115.3% |
| Participation rate | 92.6% | 62.2%+30.4pp | 72.1%+20.5pp | 68.3%+24.3pp |
| Annual return | 9.10% | 18.17%-9.1pp | 24.33%-15.2pp | 40.90%-31.8pp |
| Employer contribution / active EE | $2,936 | $2,134+37.6% | $3,400-13.6% | $2,631+11.6% |
| Participant deferral / active EE | $4,688 | $3,168+47.9% | $4,692-0.1% | $4,212+11.3% |
| Admin fee / account holder | $15,160 | $6,369+138.0% | $11,386+33.1% | $7,344+106.4% |