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 | $195,727 | $109,413+78.9% | $156,263+25.3% | $84,808+130.8% |
| Participation rate | 78.1% | 72.7%+5.4pp | 78.9%-0.8pp | 68.3%+9.8pp |
| Annual return | 12.42% | 20.18%-7.8pp | 59.47%-47.0pp | 40.90%-28.5pp |
| Employer contribution / active EE | $3,712 | $2,907+27.7% | $4,333-14.3% | $2,631+41.1% |
| Participant deferral / active EE | $6,820 | $4,590+48.6% | $6,158+10.7% | $4,212+61.9% |
| Admin fee / account holder | $39,469 | $9,357+321.8% | $14,255+176.9% | $7,344+437.5% |