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 | $135,783 | $78,422+73.1% | $95,952+41.5% | $79,858+70.0% |
| Participation rate | 98.2% | 73.5%+24.8pp | 77.1%+21.2pp | 69.6%+28.6pp |
| Annual return | 6.72% | 19.37%-12.7pp | 91.61%-84.9pp | 31.71%-25.0pp |
| Employer contribution / active EE | $2,792 | $1,945+43.5% | $2,541+9.9% | $2,471+13.0% |
| Participant deferral / active EE | $5,409 | $3,440+57.3% | $4,167+29.8% | $3,740+44.6% |
| Admin fee / account holder | $17,383 | $5,622+209.2% | $6,795+155.8% | $5,306+227.6% |