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 | $191,524 | $98,750+93.9% | $149,696+27.9% | $79,858+139.8% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.5%+2.1pp | 69.6%+15.0pp |
| Annual return | 10.61% | 27.43%-16.8pp | 276.60%-266.0pp | 31.71%-21.1pp |
| Employer contribution / active EE | $1,846 | $3,216-42.6% | $4,644-60.2% | $2,471-25.3% |
| Participant deferral / active EE | $7,238 | $5,680+27.4% | $6,842+5.8% | $3,740+93.5% |
| Admin fee / account holder | $4,566 | $6,053-24.6% | $9,309-51.0% | $5,306-14.0% |