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 | $144,701 | $109,881+31.7% | $150,045-3.6% | $84,808+70.6% |
| Participation rate | 80.7% | 76.1%+4.6pp | 82.3%-1.6pp | 68.3%+12.4pp |
| Annual return | 12.56% | 28.25%-15.7pp | 62.55%-50.0pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,409 | $3,561-32.4% | $4,693-48.7% | $2,631-8.4% |
| Participant deferral / active EE | $6,893 | $6,636+3.9% | $7,997-13.8% | $4,212+63.7% |
| Admin fee / account holder | $3,975 | $8,568-53.6% | $13,435-70.4% | $7,344-45.9% |