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 | $185,196 | $109,881+68.5% | $150,045+23.4% | $84,808+118.4% |
| Participation rate | 90.5% | 76.1%+14.4pp | 82.3%+8.2pp | 68.3%+22.2pp |
| Annual return | 12.37% | 28.25%-15.9pp | 62.55%-50.2pp | 40.90%-28.5pp |
| Employer contribution / active EE | $3,046 | $3,561-14.5% | $4,693-35.1% | $2,631+15.8% |
| Participant deferral / active EE | $12,257 | $6,636+84.7% | $7,997+53.3% | $4,212+191.0% |
| Admin fee / account holder | $21,661 | $8,568+152.8% | $13,435+61.2% | $7,344+195.0% |