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 | $170,660 | $80,717+111.4% | $154,803+10.2% | $84,808+101.2% |
| Participation rate | 86.7% | 66.8%+19.9pp | 78.1%+8.6pp | 68.3%+18.4pp |
| Annual return | 12.75% | 37.96%-25.2pp | 58.88%-46.1pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,512 | $2,761-9.0% | $4,305-41.7% | $2,631-4.5% |
| Participant deferral / active EE | $5,757 | $3,303+74.3% | $5,540+3.9% | $4,212+36.7% |
| Admin fee / account holder | $13,555 | $6,746+100.9% | $14,329-5.4% | $7,344+84.6% |