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 | $152,776 | $72,492+110.7% | $87,100+75.4% | $72,985+109.3% |
| Participation rate | 93.2% | 72.8%+20.4pp | 76.9%+16.3pp | 69.5%+23.7pp |
| Annual return | 3.94% | 24.46%-20.5pp | 28.19%-24.2pp | 81.00%-77.1pp |
| Employer contribution / active EE | $1,132 | $1,894-40.2% | $2,521-55.1% | $2,440-53.6% |
| Participant deferral / active EE | $7,031 | $3,270+115.0% | $4,049+73.7% | $3,607+94.9% |
| Admin fee / account holder | $4,610 | $5,055-8.8% | $7,497-38.5% | $5,124-10.0% |