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 | $162,640 | $80,673+101.6% | $101,326+60.5% | $84,808+91.8% |
| Participation rate | 81.5% | 77.8%+3.7pp | 81.5%0pp | 68.3%+13.2pp |
| Annual return | 11.22% | 38.95%-27.7pp | 36.82%-25.6pp | 40.90%-29.7pp |
| Employer contribution / active EE | $1,527 | $2,698-43.4% | $3,665-58.3% | $2,631-41.9% |
| Participant deferral / active EE | $8,550 | $6,840+25.0% | $7,994+7.0% | $4,212+103.0% |
| Admin fee / account holder | $13,099 | $12,784+2.5% | $11,185+17.1% | $7,344+78.4% |