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 | $142,994 | $74,927+90.8% | $101,794+40.5% | $84,808+68.6% |
| Participation rate | 77.5% | 61.4%+16.1pp | 69.2%+8.3pp | 68.3%+9.2pp |
| Annual return | 11.83% | 18.70%-6.9pp | 30.53%-18.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,274 | $1,522-16.3% | $2,289-44.3% | $2,631-51.6% |
| Participant deferral / active EE | $5,248 | $3,099+69.3% | $4,084+28.5% | $4,212+24.6% |
| Admin fee / account holder | $9,791 | $6,514+50.3% | $8,777+11.6% | $7,344+33.3% |