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 | $182,635 | $74,927+143.7% | $101,794+79.4% | $84,808+115.4% |
| Participation rate | 97.7% | 61.4%+36.3pp | 69.2%+28.5pp | 68.3%+29.4pp |
| Annual return | 10.54% | 18.70%-8.2pp | 30.53%-20.0pp | 40.90%-30.4pp |
| Employer contribution / active EE | $3,898 | $1,522+156.1% | $2,289+70.3% | $2,631+48.2% |
| Participant deferral / active EE | $3,633 | $3,099+17.2% | $4,084-11.0% | $4,212-13.7% |
| Admin fee / account holder | $2,523 | $6,514-61.3% | $8,777-71.2% | $7,344-65.6% |