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 | $170,174 | $74,927+127.1% | $101,794+67.2% | $84,808+100.7% |
| Participation rate | 80.5% | 61.4%+19.1pp | 69.2%+11.3pp | 68.3%+12.2pp |
| Annual return | 10.27% | 18.70%-8.4pp | 30.53%-20.3pp | 40.90%-30.6pp |
| Employer contribution / active EE | $2,066 | $1,522+35.7% | $2,289-9.7% | $2,631-21.5% |
| Participant deferral / active EE | $6,817 | $3,099+120.0% | $4,084+66.9% | $4,212+61.9% |
| Admin fee / account holder | $33,301 | $6,514+411.2% | $8,777+279.4% | $7,344+353.5% |