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 | $164,858 | $95,803+72.1% | $113,168+45.7% | $84,808+94.4% |
| Participation rate | 87.1% | 72.9%+14.2pp | 76.6%+10.5pp | 68.3%+18.8pp |
| Annual return | 9.47% | 25.00%-15.5pp | 24.27%-14.8pp | 40.90%-31.4pp |
| Employer contribution / active EE | $2,481 | $2,360+5.1% | $2,975-16.6% | $2,631-5.7% |
| Participant deferral / active EE | $6,725 | $4,242+58.5% | $5,107+31.7% | $4,212+59.7% |
| Admin fee / account holder | $10,885 | $8,989+21.1% | $12,068-9.8% | $7,344+48.2% |