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 | $147,288 | $138,347+6.5% | $184,203-20.0% | $80,856+82.2% |
| Participation rate | 95.7% | 83.9%+11.9pp | 86.8%+8.9pp | 67.6%+28.1pp |
| Annual return | 10.35% | 20.02%-9.7pp | 28.81%-18.5pp | 35.59%-25.2pp |
| Employer contribution / active EE | $7,804 | $4,850+60.9% | $6,427+21.4% | $2,755+183.3% |
| Participant deferral / active EE | $3,801 | $7,071-46.2% | $9,131-58.4% | $4,296-11.5% |
| Admin fee / account holder | $8,763 | $10,483-16.4% | $13,901-37.0% | $6,918+26.7% |