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 | $180,038 | $102,605+75.5% | $145,661+23.6% | $84,808+112.3% |
| Participation rate | 98.6% | 74.3%+24.3pp | 77.2%+21.4pp | 68.3%+30.3pp |
| Annual return | 12.40% | 26.50%-14.1pp | 101.46%-89.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $3,574 | $3,325+7.5% | $4,238-15.7% | $2,631+35.8% |
| Participant deferral / active EE | $2,683 | $5,750-53.3% | $7,198-62.7% | $4,212-36.3% |
| Admin fee / account holder | $7,808 | $8,758-10.9% | $12,466-37.4% | $7,344+6.3% |