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 | $122,129 | $74,927+63.0% | $101,794+20.0% | $84,808+44.0% |
| Participation rate | 97.8% | 61.4%+36.4pp | 69.2%+28.6pp | 68.3%+29.5pp |
| Annual return | 11.33% | 18.70%-7.4pp | 30.53%-19.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $1,954 | $1,522+28.4% | $2,289-14.6% | $2,631-25.7% |
| Participant deferral / active EE | $3,243 | $3,099+4.6% | $4,084-20.6% | $4,212-23.0% |
| Admin fee / account holder | $12,658 | $6,514+94.3% | $8,777+44.2% | $7,344+72.4% |