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 | $175,327 | $70,475+148.8% | $100,516+74.4% | $79,858+119.5% |
| Participation rate | 95.2% | 73.7%+21.6pp | 79.4%+15.8pp | 69.6%+25.6pp |
| Annual return | 12.53% | 21.90%-9.4pp | 30.89%-18.4pp | 31.71%-19.2pp |
| Employer contribution / active EE | $3,869 | $2,165+78.7% | $3,418+13.2% | $2,471+56.6% |
| Participant deferral / active EE | $6,874 | $5,181+32.7% | $6,270+9.6% | $3,740+83.8% |
| Admin fee / account holder | $13,139 | $4,478+193.4% | $8,081+62.6% | $5,306+147.6% |