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 | $151,865 | $72,277+110.1% | $101,248+50.0% | $79,858+90.2% |
| Participation rate | 88.1% | 68.5%+19.6pp | 75.8%+12.3pp | 69.6%+18.5pp |
| Annual return | 3.85% | 22.30%-18.4pp | 46.47%-42.6pp | 31.71%-27.9pp |
| Employer contribution / active EE | $6,285 | $2,692+133.5% | $3,660+71.7% | $2,471+154.4% |
| Participant deferral / active EE | $3,168 | $3,282-3.5% | $4,370-27.5% | $3,740-15.3% |
| Admin fee / account holder | $8,825 | $4,400+100.6% | $5,945+48.4% | $5,306+66.3% |