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 | $131,540 | $93,571+40.6% | $135,903-3.2% | $75,163+75.0% |
| Participation rate | 96.1% | 75.2%+20.9pp | 81.9%+14.2pp | 67.2%+28.9pp |
| Annual return | 14.74% | 30.90%-16.2pp | 68.23%-53.5pp | 160.62%-145.9pp |
| Employer contribution / active EE | $5,607 | $3,537+58.6% | $4,856+15.5% | $2,670+110.0% |
| Participant deferral / active EE | $8,132 | $6,404+27.0% | $7,758+4.8% | $4,125+97.1% |
| Admin fee / account holder | $11,712 | $6,975+67.9% | $10,762+8.8% | $5,651+107.3% |