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 | $162,803 | $123,793+31.5% | $177,821-8.4% | $79,858+103.9% |
| Participation rate | 98.5% | 84.7%+13.9pp | 87.7%+10.8pp | 69.6%+28.9pp |
| Annual return | 7.51% | 22.82%-15.3pp | 48.32%-40.8pp | 31.71%-24.2pp |
| Employer contribution / active EE | $3,071 | $4,095-25.0% | $5,918-48.1% | $2,471+24.3% |
| Participant deferral / active EE | $9,203 | $5,956+54.5% | $7,714+19.3% | $3,740+146.1% |
| Admin fee / account holder | $5,887 | $7,243-18.7% | $12,427-52.6% | $5,306+10.9% |