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 | $139,280 | $95,803+45.4% | $113,168+23.1% | $84,808+64.2% |
| Participation rate | 92.0% | 72.9%+19.1pp | 76.6%+15.4pp | 68.3%+23.7pp |
| Annual return | 9.49% | 25.00%-15.5pp | 24.27%-14.8pp | 40.90%-31.4pp |
| Employer contribution / active EE | $3,734 | $2,360+58.2% | $2,975+25.5% | $2,631+41.9% |
| Participant deferral / active EE | $3,344 | $4,242-21.2% | $5,107-34.5% | $4,212-20.6% |
| Admin fee / account holder | $11,238 | $8,989+25.0% | $12,068-6.9% | $7,344+53.0% |