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 | $148,259 | $109,413+35.5% | $156,263-5.1% | $84,808+74.8% |
| Participation rate | 96.9% | 72.7%+24.2pp | 78.9%+18.0pp | 68.3%+28.6pp |
| Annual return | 11.38% | 20.18%-8.8pp | 59.47%-48.1pp | 40.90%-29.5pp |
| Employer contribution / active EE | $2,764 | $2,907-4.9% | $4,333-36.2% | $2,631+5.1% |
| Participant deferral / active EE | $5,380 | $4,590+17.2% | $6,158-12.6% | $4,212+27.7% |
| Admin fee / account holder | $17,372 | $9,357+85.7% | $14,255+21.9% | $7,344+136.6% |