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 | $153,239 | $148,978+2.9% | $200,582-23.6% | $84,808+80.7% |
| Participation rate | 87.3% | 84.2%+3.1pp | 86.9%+0.4pp | 68.3%+19.0pp |
| Annual return | 10.91% | 28.16%-17.3pp | 42.33%-31.4pp | 40.90%-30.0pp |
| Employer contribution / active EE | $2,051 | $4,815-57.4% | $6,419-68.0% | $2,631-22.0% |
| Participant deferral / active EE | $4,814 | $7,142-32.6% | $9,331-48.4% | $4,212+14.3% |
| Admin fee / account holder | $16,664 | $13,977+19.2% | $16,305+2.2% | $7,344+126.9% |