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 | $148,300 | $74,927+97.9% | $101,794+45.7% | $84,808+74.9% |
| Participation rate | 78.0% | 61.4%+16.6pp | 69.2%+8.9pp | 68.3%+9.7pp |
| Annual return | 11.46% | 18.70%-7.2pp | 30.53%-19.1pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,669 | $1,522+9.7% | $2,289-27.1% | $2,631-36.5% |
| Participant deferral / active EE | $5,533 | $3,099+78.5% | $4,084+35.5% | $4,212+31.4% |
| Admin fee / account holder | $7,079 | $6,514+8.7% | $8,777-19.3% | $7,344-3.6% |