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 | $185,240 | $89,753+106.4% | $107,525+72.3% | $84,808+118.4% |
| Participation rate | 81.8% | 68.1%+13.8pp | 75.1%+6.7pp | 68.3%+13.5pp |
| Annual return | 12.49% | 29.48%-17.0pp | 181.32%-168.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $2,449 | $3,113-21.4% | $3,754-34.8% | $2,631-6.9% |
| Participant deferral / active EE | $4,868 | $4,056+20.0% | $5,116-4.8% | $4,212+15.6% |
| Admin fee / account holder | $18,733 | $7,222+159.4% | $8,919+110.0% | $7,344+155.1% |