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 | $195,480 | $148,978+31.2% | $200,582-2.5% | $84,808+130.5% |
| Participation rate | 97.0% | 84.2%+12.7pp | 86.9%+10.1pp | 68.3%+28.7pp |
| Annual return | 11.49% | 28.16%-16.7pp | 42.33%-30.8pp | 40.90%-29.4pp |
| Employer contribution / active EE | $8,699 | $4,815+80.7% | $6,419+35.5% | $2,631+230.6% |
| Participant deferral / active EE | $9,288 | $7,142+30.1% | $9,331-0.5% | $4,212+120.5% |
| Admin fee / account holder | $1,705 | $13,977-87.8% | $16,305-89.5% | $7,344-76.8% |