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 | $185,532 | $89,753+106.7% | $107,525+72.5% | $84,808+118.8% |
| Participation rate | 79.2% | 68.1%+11.2pp | 75.1%+4.1pp | 68.3%+10.9pp |
| Annual return | 12.39% | 29.48%-17.1pp | 181.32%-168.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,201 | $3,113-61.4% | $3,754-68.0% | $2,631-54.4% |
| Participant deferral / active EE | $2,471 | $4,056-39.1% | $5,116-51.7% | $4,212-41.3% |
| Admin fee / account holder | $8,722 | $7,222+20.8% | $8,919-2.2% | $7,344+18.8% |