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 | $165,053 | $109,881+50.2% | $150,045+10.0% | $84,808+94.6% |
| Participation rate | 73.3% | 76.1%-2.8pp | 82.3%-9.0pp | 68.3%+5.0pp |
| Annual return | 11.19% | 28.25%-17.1pp | 62.55%-51.4pp | 40.90%-29.7pp |
| Employer contribution / active EE | $2,809 | $3,561-21.1% | $4,693-40.1% | $2,631+6.8% |
| Participant deferral / active EE | $7,168 | $6,636+8.0% | $7,997-10.4% | $4,212+70.2% |
| Admin fee / account holder | $2,651 | $8,568-69.1% | $13,435-80.3% | $7,344-63.9% |