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 | $187,591 | $80,673+132.5% | $101,326+85.1% | $84,808+121.2% |
| Participation rate | 87.5% | 77.8%+9.7pp | 81.5%+6.0pp | 68.3%+19.2pp |
| Annual return | 12.18% | 38.95%-26.8pp | 36.82%-24.6pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,477 | $2,698-45.2% | $3,665-59.7% | $2,631-43.9% |
| Participant deferral / active EE | $7,725 | $6,840+12.9% | $7,994-3.4% | $4,212+83.4% |
| Admin fee / account holder | $18,098 | $12,784+41.6% | $11,185+61.8% | $7,344+146.4% |