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 | $221,472 | $109,881+101.6% | $150,045+47.6% | $84,808+161.1% |
| Participation rate | 80.6% | 76.1%+4.6pp | 82.3%-1.7pp | 68.3%+12.3pp |
| Annual return | 10.47% | 28.25%-17.8pp | 62.55%-52.1pp | 40.90%-30.4pp |
| Employer contribution / active EE | $3,217 | $3,561-9.7% | $4,693-31.4% | $2,631+22.3% |
| Participant deferral / active EE | $6,446 | $6,636-2.9% | $7,997-19.4% | $4,212+53.1% |
| Admin fee / account holder | $41,096 | $8,568+379.6% | $13,435+205.9% | $7,344+459.6% |