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 | $149,499 | $84,233+77.5% | $170,442-12.3% | $70,131+113.2% |
| Participation rate | 96.0% | 70.8%+25.2pp | 83.6%+12.4pp | 69.5%+26.5pp |
| Annual return | 11.29% | 23.06%-11.8pp | 205.93%-194.6pp | 73.14%-61.9pp |
| Employer contribution / active EE | $2,068 | $3,387-38.9% | $5,433-61.9% | $2,342-11.7% |
| Participant deferral / active EE | $3,842 | $3,086+24.5% | $4,939-22.2% | $3,332+15.3% |
| Admin fee / account holder | $3,029 | $5,698-46.8% | $13,880-78.2% | $4,645-34.8% |