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 | $149,846 | $54,541+174.7% | $78,778+90.2% | $70,131+113.7% |
| Participation rate | 78.1% | 60.8%+17.3pp | 69.2%+8.9pp | 69.5%+8.6pp |
| Annual return | 11.71% | 21.07%-9.4pp | 35.62%-23.9pp | 73.14%-61.4pp |
| Employer contribution / active EE | $1,916 | $1,089+76.0% | $1,986-3.5% | $2,342-18.2% |
| Participant deferral / active EE | $2,080 | $2,210-5.9% | $2,958-29.7% | $3,332-37.6% |
| Admin fee / account holder | $5,316 | $3,709+43.3% | $5,134+3.5% | $4,645+14.4% |