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 | $168,313 | $109,881+53.2% | $150,045+12.2% | $84,808+98.5% |
| Participation rate | 87.9% | 76.1%+11.8pp | 82.3%+5.6pp | 68.3%+19.6pp |
| Annual return | 14.15% | 28.25%-14.1pp | 62.55%-48.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $4,587 | $3,561+28.8% | $4,693-2.3% | $2,631+74.3% |
| Participant deferral / active EE | $13,148 | $6,636+98.1% | $7,997+64.4% | $4,212+212.2% |
| Admin fee / account holder | $4,541 | $8,568-47.0% | $13,435-66.2% | $7,344-38.2% |