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 | $150,620 | $95,803+57.2% | $113,168+33.1% | $84,808+77.6% |
| Participation rate | 96.7% | 72.9%+23.8pp | 76.6%+20.1pp | 68.3%+28.4pp |
| Annual return | 6.13% | 25.00%-18.9pp | 24.27%-18.1pp | 40.90%-34.8pp |
| Employer contribution / active EE | $2,873 | $2,360+21.7% | $2,975-3.4% | $2,631+9.2% |
| Participant deferral / active EE | $5,187 | $4,242+22.3% | $5,107+1.6% | $4,212+23.2% |
| Admin fee / account holder | $39,688 | $8,989+341.5% | $12,068+228.9% | $7,344+440.4% |