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 | $169,230 | $148,978+13.6% | $200,582-15.6% | $84,808+99.5% |
| Participation rate | 83.9% | 84.2%-0.3pp | 86.9%-3.0pp | 68.3%+15.6pp |
| Annual return | 10.98% | 28.16%-17.2pp | 42.33%-31.4pp | 40.90%-29.9pp |
| Employer contribution / active EE | $3,639 | $4,815-24.4% | $6,419-43.3% | $2,631+38.3% |
| Participant deferral / active EE | $3,422 | $7,142-52.1% | $9,331-63.3% | $4,212-18.8% |
| Admin fee / account holder | $2,050 | $13,977-85.3% | $16,305-87.4% | $7,344-72.1% |