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 | $142,636 | $86,929+64.1% | $102,423+39.3% | $80,856+76.4% |
| Participation rate | 84.3% | 72.4%+12.0pp | 76.5%+7.8pp | 67.6%+16.7pp |
| Annual return | 8.57% | 18.88%-10.3pp | 29.32%-20.7pp | 35.59%-27.0pp |
| Employer contribution / active EE | $1,551 | $2,369-34.5% | $3,023-48.7% | $2,755-43.7% |
| Participant deferral / active EE | $4,929 | $4,118+19.7% | $5,053-2.5% | $4,296+14.7% |
| Admin fee / account holder | $20,619 | $8,049+156.2% | $9,451+118.2% | $6,918+198.0% |