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 | $123,233 | $77,503+59.0% | $100,391+22.8% | $80,856+52.4% |
| Participation rate | 95.0% | 76.9%+18.1pp | 81.5%+13.5pp | 67.6%+27.4pp |
| Annual return | 11.32% | 37.20%-25.9pp | 49.20%-37.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $4,395 | $2,801+56.9% | $3,942+11.5% | $2,755+59.6% |
| Participant deferral / active EE | $8,843 | $6,820+29.7% | $8,082+9.4% | $4,296+105.8% |
| Admin fee / account holder | $7,883 | $5,897+33.7% | $7,899-0.2% | $6,918+14.0% |