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 | $168,191 | $100,923+66.7% | $150,045+12.1% | $74,304+126.4% |
| Participation rate | 96.2% | 70.1%+26.1pp | 82.3%+13.9pp | 60.3%+35.9pp |
| Annual return | 13.45% | 51.77%-38.3pp | 62.55%-49.1pp | 29.43%-16.0pp |
| Employer contribution / active EE | $5,519 | $3,463+59.4% | $4,693+17.6% | $2,241+146.3% |
| Participant deferral / active EE | $10,506 | $6,709+56.6% | $7,997+31.4% | $3,767+178.9% |
| Admin fee / account holder | $15,995 | $2,767+478.1% | $13,435+19.1% | $2,969+438.8% |