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 | $148,396 | $138,347+7.3% | $184,203-19.4% | $80,856+83.5% |
| Participation rate | 88.7% | 83.9%+4.8pp | 86.8%+1.9pp | 67.6%+21.0pp |
| Annual return | 10.16% | 20.02%-9.9pp | 28.81%-18.6pp | 35.59%-25.4pp |
| Employer contribution / active EE | $3,614 | $4,850-25.5% | $6,427-43.8% | $2,755+31.2% |
| Participant deferral / active EE | $3,306 | $7,071-53.2% | $9,131-63.8% | $4,296-23.0% |
| Admin fee / account holder | $27,970 | $10,483+166.8% | $13,901+101.2% | $6,918+304.3% |