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 | $142,612 | $95,803+48.9% | $113,168+26.0% | $84,808+68.2% |
| Participation rate | 94.3% | 72.9%+21.4pp | 76.6%+17.7pp | 68.3%+26.0pp |
| Annual return | 10.73% | 25.00%-14.3pp | 24.27%-13.5pp | 40.90%-30.2pp |
| Employer contribution / active EE | $2,582 | $2,360+9.4% | $2,975-13.2% | $2,631-1.9% |
| Participant deferral / active EE | $7,981 | $4,242+88.2% | $5,107+56.3% | $4,212+89.5% |
| Admin fee / account holder | $24,180 | $8,989+169.0% | $12,068+100.4% | $7,344+229.3% |