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 | $179,339 | $74,927+139.4% | $101,794+76.2% | $84,808+111.5% |
| Participation rate | 96.0% | 61.4%+34.6pp | 69.2%+26.8pp | 68.3%+27.7pp |
| Annual return | 7.89% | 18.70%-10.8pp | 30.53%-22.6pp | 40.90%-33.0pp |
| Employer contribution / active EE | $2,095 | $1,522+37.7% | $2,289-8.5% | $2,631-20.4% |
| Participant deferral / active EE | $3,983 | $3,099+28.5% | $4,084-2.5% | $4,212-5.4% |
| Admin fee / account holder | $22,464 | $6,514+244.9% | $8,777+155.9% | $7,344+205.9% |