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 | $204,359 | $72,012+183.8% | $185,823+10.0% | $79,858+155.9% |
| Participation rate | 79.1% | 65.8%+13.3pp | 78.0%+1.0pp | 69.6%+9.4pp |
| Annual return | 10.82% | 23.12%-12.3pp | 35.95%-25.1pp | 31.71%-20.9pp |
| Employer contribution / active EE | $967 | $1,965-50.8% | $4,087-76.3% | $2,471-60.9% |
| Participant deferral / active EE | $6,394 | $3,779+69.2% | $5,632+13.5% | $3,740+71.0% |
| Admin fee / account holder | $11,619 | $4,513+157.5% | $9,500+22.3% | $5,306+119.0% |