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 | $143,034 | $79,944+78.9% | $98,439+45.3% | $75,163+90.3% |
| Participation rate | 91.3% | 70.4%+20.9pp | 75.2%+16.1pp | 67.2%+24.1pp |
| Annual return | 11.40% | 19.75%-8.3pp | 21.16%-9.8pp | 160.62%-149.2pp |
| Employer contribution / active EE | $2,478 | $2,264+9.5% | $3,048-18.7% | $2,670-7.2% |
| Participant deferral / active EE | $4,062 | $3,752+8.3% | $4,738-14.3% | $4,125-1.5% |
| Admin fee / account holder | $9,936 | $6,840+45.3% | $8,948+11.1% | $5,651+75.8% |