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 | $129,231 | $94,625+36.6% | $116,228+11.2% | $84,808+52.4% |
| Participation rate | 97.4% | 70.4%+27.0pp | 74.6%+22.9pp | 68.3%+29.1pp |
| Annual return | 11.62% | 20.40%-8.8pp | 90.06%-78.4pp | 40.90%-29.3pp |
| Employer contribution / active EE | $2,784 | $2,347+18.6% | $2,994-7.0% | $2,631+5.8% |
| Participant deferral / active EE | $5,124 | $3,972+29.0% | $4,953+3.5% | $4,212+21.7% |
| Admin fee / account holder | $1,573 | $10,091-84.4% | $11,989-86.9% | $7,344-78.6% |