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 | $153,695 | $78,926+94.7% | $136,749+12.4% | $84,808+81.2% |
| Participation rate | 81.5% | 62.2%+19.3pp | 72.1%+9.3pp | 68.3%+13.2pp |
| Annual return | 12.13% | 18.17%-6.0pp | 24.33%-12.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $3,056 | $2,134+43.2% | $3,400-10.1% | $2,631+16.2% |
| Participant deferral / active EE | $3,902 | $3,168+23.2% | $4,692-16.8% | $4,212-7.3% |
| Admin fee / account holder | $5,067 | $6,369-20.4% | $11,386-55.5% | $7,344-31.0% |