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 | $168,582 | $148,978+13.2% | $200,582-16.0% | $84,808+98.8% |
| Participation rate | 97.0% | 84.2%+12.7pp | 86.9%+10.1pp | 68.3%+28.7pp |
| Annual return | 10.45% | 28.16%-17.7pp | 42.33%-31.9pp | 40.90%-30.4pp |
| Employer contribution / active EE | $5,529 | $4,815+14.8% | $6,419-13.9% | $2,631+110.2% |
| Participant deferral / active EE | $4,124 | $7,142-42.3% | $9,331-55.8% | $4,212-2.1% |
| Admin fee / account holder | $30,860 | $13,977+120.8% | $16,305+89.3% | $7,344+320.2% |