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 | $142,617 | $72,012+98.0% | $185,823-23.3% | $79,858+78.6% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 11.04% | 23.12%-12.1pp | 35.95%-24.9pp | 31.71%-20.7pp |
| Employer contribution / active EE | $5,907 | $1,965+200.6% | $4,087+44.5% | $2,471+139.1% |
| Participant deferral / active EE | $7,697 | $3,779+103.7% | $5,632+36.7% | $3,740+105.8% |
| Admin fee / account holder | $5,734 | $4,513+27.1% | $9,500-39.6% | $5,306+8.1% |