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 | $149,423 | $124,281+20.2% | $109,143+36.9% | $167,490-10.8% |
| Participation rate | 95.2% | 79.4%+15.8pp | 75.9%+19.4pp | 82.1%+13.1pp |
| Annual return | 8.41% | 26.04%-17.6pp | 25.75%-17.3pp | 478.56%-470.2pp |
| Employer contribution / active EE | $5,574 | $4,207+32.5% | $3,722+49.8% | $4,837+15.2% |
| Participant deferral / active EE | $4,761 | $5,255-9.4% | $4,653+2.3% | $6,341-24.9% |
| Admin fee / account holder | $3,564 | $7,970-55.3% | $6,752-47.2% | $12,309-71.0% |