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 | $154,823 | $109,413+41.5% | $156,263-0.9% | $84,808+82.6% |
| Participation rate | 97.5% | 72.7%+24.8pp | 78.9%+18.6pp | 68.3%+29.2pp |
| Annual return | 12.25% | 20.18%-7.9pp | 59.47%-47.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $2,700 | $2,907-7.1% | $4,333-37.7% | $2,631+2.6% |
| Participant deferral / active EE | $3,406 | $4,590-25.8% | $6,158-44.7% | $4,212-19.1% |
| Admin fee / account holder | $17,646 | $9,357+88.6% | $14,255+23.8% | $7,344+140.3% |