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 | $212,076 | $89,753+136.3% | $107,525+97.2% | $84,808+150.1% |
| Participation rate | 85.0% | 68.1%+16.9pp | 75.1%+9.9pp | 68.3%+16.7pp |
| Annual return | 8.33% | 29.48%-21.1pp | 181.32%-173.0pp | 40.90%-32.6pp |
| Employer contribution / active EE | $8,521 | $3,113+173.7% | $3,754+127.0% | $2,631+223.9% |
| Participant deferral / active EE | $12,715 | $4,056+213.5% | $5,116+148.6% | $4,212+201.9% |
| Admin fee / account holder | $27,778 | $7,222+284.6% | $8,919+211.5% | $7,344+278.2% |