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 | $156,427 | $86,929+79.9% | $102,423+52.7% | $80,856+93.5% |
| Participation rate | 92.7% | 72.4%+20.3pp | 76.5%+16.2pp | 67.6%+25.0pp |
| Annual return | 8.20% | 18.88%-10.7pp | 29.32%-21.1pp | 35.59%-27.4pp |
| Employer contribution / active EE | $3,837 | $2,369+62.0% | $3,023+26.9% | $2,755+39.3% |
| Participant deferral / active EE | $2,979 | $4,118-27.7% | $5,053-41.0% | $4,296-30.6% |
| Admin fee / account holder | $21,601 | $8,049+168.4% | $9,451+128.6% | $6,918+212.2% |