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 | $142,164 | $72,492+96.1% | $87,100+63.2% | $72,985+94.8% |
| Participation rate | 81.8% | 72.8%+9.0pp | 76.9%+4.9pp | 69.5%+12.3pp |
| Annual return | 12.65% | 24.46%-11.8pp | 28.19%-15.5pp | 81.00%-68.4pp |
| Employer contribution / active EE | $3,565 | $1,894+88.2% | $2,521+41.4% | $2,440+46.1% |
| Participant deferral / active EE | $2,327 | $3,270-28.8% | $4,049-42.5% | $3,607-35.5% |
| Admin fee / account holder | $15,225 | $5,055+201.2% | $7,497+103.1% | $5,124+197.1% |