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 | $167,097 | $148,978+12.2% | $200,582-16.7% | $84,808+97.0% |
| Participation rate | 88.2% | 84.2%+4.0pp | 86.9%+1.4pp | 68.3%+19.9pp |
| Annual return | 8.80% | 28.16%-19.4pp | 42.33%-33.5pp | 40.90%-32.1pp |
| Employer contribution / active EE | $3,512 | $4,815-27.1% | $6,419-45.3% | $2,631+33.5% |
| Participant deferral / active EE | $6,638 | $7,142-7.1% | $9,331-28.9% | $4,212+57.6% |
| Admin fee / account holder | $62,066 | $13,977+344.0% | $16,305+280.7% | $7,344+745.1% |