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 | $155,849 | $65,365+138.4% | $92,893+67.8% | $72,985+113.5% |
| Participation rate | 82.5% | 68.3%+14.1pp | 76.0%+6.5pp | 69.5%+13.0pp |
| Annual return | 13.61% | 42.10%-28.5pp | 109.41%-95.8pp | 81.00%-67.4pp |
| Employer contribution / active EE | $3,828 | $2,594+47.6% | $3,653+4.8% | $2,440+56.9% |
| Participant deferral / active EE | $10,214 | $3,128+226.5% | $4,236+141.1% | $3,607+183.1% |
| Admin fee / account holder | $15,397 | $4,251+262.2% | $5,794+165.8% | $5,124+200.5% |