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 | $175,785 | $109,413+60.7% | $156,263+12.5% | $84,808+107.3% |
| Participation rate | 92.7% | 72.7%+20.0pp | 78.9%+13.8pp | 68.3%+24.4pp |
| Annual return | 11.41% | 20.18%-8.8pp | 59.47%-48.1pp | 40.90%-29.5pp |
| Employer contribution / active EE | $3,504 | $2,907+20.5% | $4,333-19.1% | $2,631+33.2% |
| Participant deferral / active EE | $10,135 | $4,590+120.8% | $6,158+64.6% | $4,212+140.7% |
| Admin fee / account holder | $20,065 | $9,357+114.4% | $14,255+40.8% | $7,344+173.2% |