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 | $204,846 | $74,927+173.4% | $101,794+101.2% | $84,808+141.5% |
| Participation rate | 97.0% | 61.4%+35.6pp | 69.2%+27.8pp | 68.3%+28.7pp |
| Annual return | 10.12% | 18.70%-8.6pp | 30.53%-20.4pp | 40.90%-30.8pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,664 | $3,099+18.2% | $4,084-10.3% | $4,212-13.0% |
| Admin fee / account holder | $16,388 | $6,514+151.6% | $8,777+86.7% | $7,344+123.2% |