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 | $185,931 | $109,881+69.2% | $150,045+23.9% | $84,808+119.2% |
| Participation rate | 75.8% | 76.1%-0.3pp | 82.3%-6.6pp | 68.3%+7.4pp |
| Annual return | 12.17% | 28.25%-16.1pp | 62.55%-50.4pp | 40.90%-28.7pp |
| Employer contribution / active EE | $2,708 | $3,561-24.0% | $4,693-42.3% | $2,631+2.9% |
| Participant deferral / active EE | $3,711 | $6,636-44.1% | $7,997-53.6% | $4,212-11.9% |
| Admin fee / account holder | $43,050 | $8,568+402.4% | $13,435+220.4% | $7,344+486.2% |