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 | $123,542 | $101,724+21.4% | $164,813-25.0% | $80,856+52.8% |
| Participation rate | 98.9% | 71.8%+27.1pp | 78.6%+20.3pp | 67.6%+31.3pp |
| Annual return | 10.45% | 16.72%-6.3pp | 69.93%-59.5pp | 35.59%-25.1pp |
| Employer contribution / active EE | $5,183 | $2,953+75.5% | $4,341+19.4% | $2,755+88.2% |
| Participant deferral / active EE | $7,583 | $4,477+69.4% | $6,031+25.7% | $4,296+76.5% |
| Admin fee / account holder | $21,985 | $8,227+167.2% | $12,690+73.2% | $6,918+217.8% |