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 | $176,888 | $76,367+131.6% | $93,606+89.0% | $72,985+142.4% |
| Participation rate | 94.6% | 71.7%+22.8pp | 75.8%+18.8pp | 69.5%+25.1pp |
| Annual return | 1.40% | 25.82%-24.4pp | 32.76%-31.4pp | 81.00%-79.6pp |
| Employer contribution / active EE | $2,674 | $2,275+17.5% | $2,718-1.6% | $2,440+9.6% |
| Participant deferral / active EE | $5,926 | $3,538+67.5% | $4,069+45.7% | $3,607+64.3% |
| Admin fee / account holder | $1,795 | $6,838-73.7% | $7,888-77.2% | $5,124-65.0% |