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 | $166,640 | $80,968+105.8% | $96,544+72.6% | $75,163+121.7% |
| Participation rate | 74.4% | 71.8%+2.6pp | 76.0%-1.6pp | 67.2%+7.2pp |
| Annual return | 12.57% | 27.06%-14.5pp | 25.84%-13.3pp | 160.62%-148.0pp |
| Employer contribution / active EE | $2,227 | $2,282-2.4% | $2,965-24.9% | $2,670-16.6% |
| Participant deferral / active EE | $4,972 | $3,928+26.6% | $4,851+2.5% | $4,125+20.5% |
| Admin fee / account holder | $9,021 | $6,724+34.2% | $8,252+9.3% | $5,651+59.6% |