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 | $138,704 | $95,803+44.8% | $113,168+22.6% | $84,808+63.6% |
| Participation rate | 92.0% | 72.9%+19.1pp | 76.6%+15.4pp | 68.3%+23.7pp |
| Annual return | 9.54% | 25.00%-15.5pp | 24.27%-14.7pp | 40.90%-31.4pp |
| Employer contribution / active EE | $2,000 | $2,360-15.3% | $2,975-32.8% | $2,631-24.0% |
| Participant deferral / active EE | $2,136 | $4,242-49.7% | $5,107-58.2% | $4,212-49.3% |
| Admin fee / account holder | $23,098 | $8,989+157.0% | $12,068+91.4% | $7,344+214.5% |