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 | $172,997 | $76,552+126.0% | $123,892+39.6% | $62,891+175.1% |
| Participation rate | 92.9% | 73.0%+19.9pp | 81.4%+11.4pp | 69.3%+23.6pp |
| Annual return | 4.65% | 18.68%-14.0pp | 47.52%-42.9pp | 20.14%-15.5pp |
| Employer contribution / active EE | $3,290 | $2,883+14.1% | $4,617-28.7% | $2,281+44.3% |
| Participant deferral / active EE | $9,569 | $4,840+97.7% | $5,984+59.9% | $3,203+198.8% |
| Admin fee / account holder | $3,467 | $4,826-28.2% | $8,357-58.5% | $4,296-19.3% |