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 | $191,967 | $89,753+113.9% | $107,525+78.5% | $84,808+126.4% |
| Participation rate | 80.6% | 68.1%+12.5pp | 75.1%+5.5pp | 68.3%+12.2pp |
| Annual return | 4.94% | 29.48%-24.5pp | 181.32%-176.4pp | 40.90%-36.0pp |
| Employer contribution / active EE | $1,275 | $3,113-59.1% | $3,754-66.0% | $2,631-51.5% |
| Participant deferral / active EE | $4,487 | $4,056+10.6% | $5,116-12.3% | $4,212+6.5% |
| Admin fee / account holder | $10,198 | $7,222+41.2% | $8,919+14.3% | $7,344+38.9% |