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 | $234,532 | $89,753+161.3% | $107,525+118.1% | $84,808+176.5% |
| Participation rate | 80.8% | 68.1%+12.7pp | 75.1%+5.7pp | 68.3%+12.5pp |
| Annual return | 11.61% | 29.48%-17.9pp | 181.32%-169.7pp | 40.90%-29.3pp |
| Employer contribution / active EE | $2,229 | $3,113-28.4% | $3,754-40.6% | $2,631-15.3% |
| Participant deferral / active EE | $5,649 | $4,056+39.3% | $5,116+10.4% | $4,212+34.1% |
| Admin fee / account holder | $69,826 | $7,222+866.8% | $8,919+682.9% | $7,344+850.8% |