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 | $171,457 | $148,978+15.1% | $200,582-14.5% | $84,808+102.2% |
| Participation rate | 98.2% | 84.2%+14.0pp | 86.9%+11.3pp | 68.3%+29.9pp |
| Annual return | 11.94% | 28.16%-16.2pp | 42.33%-30.4pp | 40.90%-29.0pp |
| Employer contribution / active EE | $6,902 | $4,815+43.3% | $6,419+7.5% | $2,631+162.3% |
| Participant deferral / active EE | $5,839 | $7,142-18.2% | $9,331-37.4% | $4,212+38.7% |
| Admin fee / account holder | $8,337 | $13,977-40.4% | $16,305-48.9% | $7,344+13.5% |