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 | $141,650 | $80,717+75.5% | $154,803-8.5% | $84,808+67.0% |
| Participation rate | 94.6% | 66.8%+27.8pp | 78.1%+16.5pp | 68.3%+26.3pp |
| Annual return | 12.67% | 37.96%-25.3pp | 58.88%-46.2pp | 40.90%-28.2pp |
| Employer contribution / active EE | $6,882 | $2,761+149.2% | $4,305+59.8% | $2,631+161.6% |
| Participant deferral / active EE | $6,301 | $3,303+90.8% | $5,540+13.7% | $4,212+49.6% |
| Admin fee / account holder | $7,707 | $6,746+14.2% | $14,329-46.2% | $7,344+4.9% |