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 | $143,959 | $109,881+31.0% | $150,045-4.1% | $84,808+69.7% |
| Participation rate | 96.4% | 76.1%+20.3pp | 82.3%+14.1pp | 68.3%+28.1pp |
| Annual return | 13.49% | 28.25%-14.8pp | 62.55%-49.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $3,379 | $3,561-5.1% | $4,693-28.0% | $2,631+28.4% |
| Participant deferral / active EE | $9,089 | $6,636+37.0% | $7,997+13.7% | $4,212+115.8% |
| Admin fee / account holder | $31,169 | $8,568+263.8% | $13,435+132.0% | $7,344+324.4% |