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 | $140,578 | $95,803+46.7% | $113,168+24.2% | $84,808+65.8% |
| Participation rate | 94.2% | 72.9%+21.3pp | 76.6%+17.6pp | 68.3%+25.9pp |
| Annual return | 12.15% | 25.00%-12.8pp | 24.27%-12.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,508 | $2,360-36.1% | $2,975-49.3% | $2,631-42.7% |
| Participant deferral / active EE | $6,604 | $4,242+55.7% | $5,107+29.3% | $4,212+56.8% |
| Admin fee / account holder | $11,627 | $8,989+29.4% | $12,068-3.6% | $7,344+58.3% |