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 | $155,208 | $109,881+41.3% | $150,045+3.4% | $84,808+83.0% |
| Participation rate | 90.6% | 76.1%+14.5pp | 82.3%+8.3pp | 68.3%+22.3pp |
| Annual return | 12.44% | 28.25%-15.8pp | 62.55%-50.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $3,662 | $3,561+2.8% | $4,693-22.0% | $2,631+39.2% |
| Participant deferral / active EE | $8,773 | $6,636+32.2% | $7,997+9.7% | $4,212+108.3% |
| Admin fee / account holder | $2,138 | $8,568-75.0% | $13,435-84.1% | $7,344-70.9% |