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 | $142,668 | $80,673+76.8% | $101,326+40.8% | $84,808+68.2% |
| Participation rate | 94.1% | 77.8%+16.3pp | 81.5%+12.6pp | 68.3%+25.8pp |
| Annual return | 12.12% | 38.95%-26.8pp | 36.82%-24.7pp | 40.90%-28.8pp |
| Employer contribution / active EE | $4,005 | $2,698+48.4% | $3,665+9.3% | $2,631+52.2% |
| Participant deferral / active EE | $8,310 | $6,840+21.5% | $7,994+4.0% | $4,212+97.3% |
| Admin fee / account holder | $9,393 | $12,784-26.5% | $11,185-16.0% | $7,344+27.9% |