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 | $214,735 | $77,899+175.7% | $149,673+43.5% | $75,163+185.7% |
| Participation rate | 73.0% | 65.6%+7.4pp | 78.8%-5.8pp | 67.2%+5.8pp |
| Annual return | 12.88% | 31.72%-18.8pp | 134.42%-121.5pp | 160.62%-147.7pp |
| Employer contribution / active EE | $2,435 | $3,137-22.4% | $4,818-49.5% | $2,670-8.8% |
| Participant deferral / active EE | $6,485 | $3,411+90.1% | $5,680+14.2% | $4,125+57.2% |
| Admin fee / account holder | $6,531 | $5,956+9.7% | $13,210-50.6% | $5,651+15.6% |