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 | $121,457 | $68,719+76.7% | $91,541+32.7% | $84,808+43.2% |
| Participation rate | 80.8% | 64.5%+16.3pp | 69.8%+11.0pp | 68.3%+12.5pp |
| Annual return | 12.48% | 19.12%-6.6pp | 20.50%-8.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $6,102 | $1,920+217.8% | $2,505+143.6% | $2,631+131.9% |
| Participant deferral / active EE | $7,252 | $3,136+131.3% | $4,008+81.0% | $4,212+72.2% |
| Admin fee / account holder | $20,747 | $5,786+258.6% | $6,956+198.3% | $7,344+182.5% |