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 | $145,343 | $93,571+55.3% | $135,903+6.9% | $75,163+93.4% |
| Participation rate | 81.5% | 75.2%+6.3pp | 81.9%-0.4pp | 67.2%+14.3pp |
| Annual return | 12.09% | 30.90%-18.8pp | 68.23%-56.1pp | 160.62%-148.5pp |
| Employer contribution / active EE | $1,716 | $3,537-51.5% | $4,856-64.7% | $2,670-35.7% |
| Participant deferral / active EE | $7,751 | $6,404+21.0% | $7,758-0.1% | $4,125+87.9% |
| Admin fee / account holder | $48,162 | $6,975+590.5% | $10,762+347.5% | $5,651+752.3% |