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 | $181,903 | $95,803+89.9% | $113,168+60.7% | $84,808+114.5% |
| Participation rate | 75.9% | 72.9%+3.1pp | 76.6%-0.6pp | 68.3%+7.6pp |
| Annual return | 11.53% | 25.00%-13.5pp | 24.27%-12.7pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,342 | $2,360-43.1% | $2,975-54.9% | $2,631-49.0% |
| Participant deferral / active EE | $4,522 | $4,242+6.6% | $5,107-11.4% | $4,212+7.4% |
| Admin fee / account holder | $3,755 | $8,989-58.2% | $12,068-68.9% | $7,344-48.9% |