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 | $227,356 | $109,413+107.8% | $156,263+45.5% | $84,808+168.1% |
| Participation rate | 87.5% | 72.7%+14.8pp | 78.9%+8.6pp | 68.3%+19.2pp |
| Annual return | 11.47% | 20.18%-8.7pp | 59.47%-48.0pp | 40.90%-29.4pp |
| Employer contribution / active EE | $4,275 | $2,907+47.1% | $4,333-1.3% | $2,631+62.5% |
| Participant deferral / active EE | $8,049 | $4,590+75.4% | $6,158+30.7% | $4,212+91.1% |
| Admin fee / account holder | $70,196 | $9,357+650.2% | $14,255+392.4% | $7,344+855.9% |