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 | $146,528 | $124,881+17.3% | $209,409-30.0% | $116,875+25.4% |
| Participation rate | 77.8% | 75.8%+2.0pp | 80.4%-2.6pp | 74.5%+3.2pp |
| Annual return | 9.53% | 14.56%-5.0pp | 159.49%-150.0pp | 16.29%-6.8pp |
| Employer contribution / active EE | $653 | $2,588-74.8% | $5,035-87.0% | $3,288-80.1% |
| Participant deferral / active EE | $2,779 | $3,793-26.7% | $4,230-34.3% | $3,885-28.5% |
| Admin fee / account holder | $20,009 | $12,933+54.7% | $16,474+21.5% | $12,263+63.2% |