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 | $127,079 | $80,673+57.5% | $101,326+25.4% | $84,808+49.8% |
| Participation rate | 97.6% | 77.8%+19.8pp | 81.5%+16.1pp | 68.3%+29.3pp |
| Annual return | 13.75% | 38.95%-25.2pp | 36.82%-23.1pp | 40.90%-27.1pp |
| Employer contribution / active EE | $5,971 | $2,698+121.3% | $3,665+62.9% | $2,631+126.9% |
| Participant deferral / active EE | $10,516 | $6,840+53.7% | $7,994+31.5% | $4,212+149.7% |
| Admin fee / account holder | $13,364 | $12,784+4.5% | $11,185+19.5% | $7,344+82.0% |