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 | $153,422 | $80,717+90.1% | $154,803-0.9% | $84,808+80.9% |
| Participation rate | 74.2% | 66.8%+7.4pp | 78.1%-3.9pp | 68.3%+5.9pp |
| Annual return | 11.93% | 37.96%-26.0pp | 58.88%-46.9pp | 40.90%-29.0pp |
| Employer contribution / active EE | $2,571 | $2,761-6.9% | $4,305-40.3% | $2,631-2.3% |
| Participant deferral / active EE | $6,604 | $3,303+99.9% | $5,540+19.2% | $4,212+56.8% |
| Admin fee / account holder | $92,500 | $6,746+1271.2% | $14,329+545.5% | $7,344+1159.6% |