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 | $185,498 | $72,492+155.9% | $87,100+113.0% | $72,985+154.2% |
| Participation rate | 93.5% | 72.8%+20.7pp | 76.9%+16.7pp | 69.5%+24.1pp |
| Annual return | 13.12% | 24.46%-11.3pp | 28.19%-15.1pp | 81.00%-67.9pp |
| Employer contribution / active EE | $504 | $1,894-73.4% | $2,521-80.0% | $2,440-79.3% |
| Participant deferral / active EE | $5,295 | $3,270+62.0% | $4,049+30.8% | $3,607+46.8% |
| Admin fee / account holder | $27,894 | $5,055+451.8% | $7,497+272.1% | $5,124+444.3% |