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 | $171,952 | $138,347+24.3% | $184,203-6.7% | $80,856+112.7% |
| Participation rate | 96.0% | 83.9%+12.1pp | 86.8%+9.2pp | 67.6%+28.4pp |
| Annual return | 4.41% | 20.02%-15.6pp | 28.81%-24.4pp | 35.59%-31.2pp |
| Employer contribution / active EE | $11,397 | $4,850+135.0% | $6,427+77.3% | $2,755+313.7% |
| Participant deferral / active EE | $3,420 | $7,071-51.6% | $9,131-62.6% | $4,296-20.4% |
| Admin fee / account holder | $1,520 | $10,483-85.5% | $13,901-89.1% | $6,918-78.0% |