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 | $190,694 | $58,523+225.8% | $99,443+91.8% | $72,985+161.3% |
| Participation rate | 88.2% | 64.6%+23.6pp | 73.8%+14.4pp | 69.5%+18.7pp |
| Annual return | 1.62% | 28.51%-26.9pp | 30.72%-29.1pp | 81.00%-79.4pp |
| Employer contribution / active EE | $3,374 | $1,512+123.1% | $2,540+32.8% | $2,440+38.3% |
| Participant deferral / active EE | $7,601 | $2,606+191.7% | $3,619+110.0% | $3,607+110.7% |
| Admin fee / account holder | $3,062 | $4,102-25.4% | $6,250-51.0% | $5,124-40.3% |