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 | $175,907 | $148,978+18.1% | $200,582-12.3% | $84,808+107.4% |
| Participation rate | 97.4% | 84.2%+13.1pp | 86.9%+10.5pp | 68.3%+29.1pp |
| Annual return | 12.25% | 28.16%-15.9pp | 42.33%-30.1pp | 40.90%-28.6pp |
| Employer contribution / active EE | $4,336 | $4,815-10.0% | $6,419-32.5% | $2,631+64.8% |
| Participant deferral / active EE | $9,537 | $7,142+33.5% | $9,331+2.2% | $4,212+126.4% |
| Admin fee / account holder | $958 | $13,977-93.1% | $16,305-94.1% | $7,344-87.0% |