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 | $154,108 | $93,571+64.7% | $135,903+13.4% | $75,163+105.0% |
| Participation rate | 94.4% | 75.2%+19.3pp | 81.9%+12.5pp | 67.2%+27.3pp |
| Annual return | 10.32% | 30.90%-20.6pp | 68.23%-57.9pp | 160.62%-150.3pp |
| Employer contribution / active EE | $3,237 | $3,537-8.5% | $4,856-33.3% | $2,670+21.2% |
| Participant deferral / active EE | $4,648 | $6,404-27.4% | $7,758-40.1% | $4,125+12.7% |
| Admin fee / account holder | $17,371 | $6,975+149.0% | $10,762+61.4% | $5,651+207.4% |