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 | $150,024 | $95,803+56.6% | $113,168+32.6% | $84,808+76.9% |
| Participation rate | 87.8% | 72.9%+14.9pp | 76.6%+11.2pp | 68.3%+19.5pp |
| Annual return | 10.28% | 25.00%-14.7pp | 24.27%-14.0pp | 40.90%-30.6pp |
| Employer contribution / active EE | $1,398 | $2,360-40.8% | $2,975-53.0% | $2,631-46.9% |
| Participant deferral / active EE | $5,457 | $4,242+28.6% | $5,107+6.9% | $4,212+29.6% |
| Admin fee / account holder | $8,052 | $8,989-10.4% | $12,068-33.3% | $7,344+9.6% |