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 | $142,633 | $60,892+134.2% | $82,389+73.1% | $84,808+68.2% |
| Participation rate | 83.3% | 63.3%+20.1pp | 69.5%+13.8pp | 68.3%+15.0pp |
| Annual return | 12.97% | 37.29%-24.3pp | 28.67%-15.7pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,345 | $1,779+31.8% | $2,517-6.8% | $2,631-10.9% |
| Participant deferral / active EE | $10,664 | $3,179+235.5% | $4,155+156.7% | $4,212+153.2% |
| Admin fee / account holder | $6,175 | $5,467+12.9% | $7,231-14.6% | $7,344-15.9% |