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 | $171,131 | $95,803+78.6% | $113,168+51.2% | $84,808+101.8% |
| Participation rate | 94.1% | 72.9%+21.3pp | 76.6%+17.6pp | 68.3%+25.8pp |
| Annual return | 11.47% | 25.00%-13.5pp | 24.27%-12.8pp | 40.90%-29.4pp |
| Employer contribution / active EE | $2,871 | $2,360+21.7% | $2,975-3.5% | $2,631+9.1% |
| Participant deferral / active EE | $4,121 | $4,242-2.9% | $5,107-19.3% | $4,212-2.1% |
| Admin fee / account holder | $5,186 | $8,989-42.3% | $12,068-57.0% | $7,344-29.4% |