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 | $140,444 | $76,552+83.5% | $123,892+13.4% | $62,891+123.3% |
| Participation rate | 96.0% | 73.0%+23.0pp | 81.4%+14.6pp | 69.3%+26.7pp |
| Annual return | 5.10% | 18.68%-13.6pp | 47.52%-42.4pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,474 | $2,883-48.9% | $4,617-68.1% | $2,281-35.4% |
| Participant deferral / active EE | $2,998 | $4,840-38.1% | $5,984-49.9% | $3,203-6.4% |
| Admin fee / account holder | $9,907 | $4,826+105.3% | $8,357+18.5% | $4,296+130.6% |