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 | $184,177 | $148,978+23.6% | $200,582-8.2% | $84,808+117.2% |
| Participation rate | 90.6% | 84.2%+6.4pp | 86.9%+3.7pp | 68.3%+22.3pp |
| Annual return | 10.25% | 28.16%-17.9pp | 42.33%-32.1pp | 40.90%-30.6pp |
| Employer contribution / active EE | $3,229 | $4,815-32.9% | $6,419-49.7% | $2,631+22.7% |
| Participant deferral / active EE | $5,410 | $7,142-24.2% | $9,331-42.0% | $4,212+28.5% |
| Admin fee / account holder | $38,557 | $13,977+175.9% | $16,305+136.5% | $7,344+425.0% |