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 | $93,571+48.2% | $135,903+2.1% | $75,163+84.5% |
| Participation rate | 77.2% | 75.2%+2.0pp | 81.9%-4.7pp | 67.2%+10.0pp |
| Annual return | 15.04% | 30.90%-15.9pp | 68.23%-53.2pp | 160.62%-145.6pp |
| Employer contribution / active EE | $2,846 | $3,537-19.5% | $4,856-41.4% | $2,670+6.6% |
| Participant deferral / active EE | $8,386 | $6,404+30.9% | $7,758+8.1% | $4,125+103.3% |
| Admin fee / account holder | $11,306 | $6,975+62.1% | $10,762+5.1% | $5,651+100.1% |