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 | $181,209 | $64,480+181.0% | $81,382+122.7% | $80,856+124.1% |
| Participation rate | 70.5% | 63.9%+6.6pp | 69.5%+1.0pp | 67.6%+2.9pp |
| Annual return | 9.95% | 16.34%-6.4pp | 24.73%-14.8pp | 35.59%-25.6pp |
| Employer contribution / active EE | $2,389 | $1,978+20.7% | $2,463-3.0% | $2,755-13.3% |
| Participant deferral / active EE | $5,740 | $3,094+85.5% | $3,883+47.8% | $4,296+33.6% |
| Admin fee / account holder | $16,697 | $5,671+194.4% | $5,768+189.5% | $6,918+141.4% |