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 | $154,342 | $148,978+3.6% | $200,582-23.1% | $84,808+82.0% |
| Participation rate | 89.3% | 84.2%+5.1pp | 86.9%+2.4pp | 68.3%+21.0pp |
| Annual return | 11.16% | 28.16%-17.0pp | 42.33%-31.2pp | 40.90%-29.7pp |
| Employer contribution / active EE | $2,356 | $4,815-51.1% | $6,419-63.3% | $2,631-10.4% |
| Participant deferral / active EE | $5,287 | $7,142-26.0% | $9,331-43.3% | $4,212+25.5% |
| Admin fee / account holder | $18,922 | $13,977+35.4% | $16,305+16.1% | $7,344+157.7% |