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 | $143,863 | $81,460+76.6% | $103,333+39.2% | $80,856+77.9% |
| Participation rate | 96.2% | 66.8%+29.3pp | 74.5%+21.6pp | 67.6%+28.5pp |
| Annual return | 10.43% | 25.55%-15.1pp | 24.88%-14.4pp | 35.59%-25.2pp |
| Employer contribution / active EE | $4,890 | $3,105+57.5% | $3,868+26.4% | $2,755+77.5% |
| Participant deferral / active EE | $13,523 | $3,869+249.6% | $5,057+167.4% | $4,296+214.8% |
| Admin fee / account holder | $9,625 | $6,566+46.6% | $8,355+15.2% | $6,918+39.1% |