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 | $179,043 | $86,929+106.0% | $102,423+74.8% | $80,856+121.4% |
| Participation rate | 82.9% | 72.4%+10.6pp | 76.5%+6.4pp | 67.6%+15.3pp |
| Annual return | 9.52% | 18.88%-9.4pp | 29.32%-19.8pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,485 | $2,369-37.3% | $3,023-50.9% | $2,755-46.1% |
| Participant deferral / active EE | $4,711 | $4,118+14.4% | $5,053-6.8% | $4,296+9.7% |
| Admin fee / account holder | $12,097 | $8,049+50.3% | $9,451+28.0% | $6,918+74.9% |