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 | $147,567 | $127,065+16.1% | $113,168+30.4% | $142,382+3.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 8.25% | 24.03%-15.8pp | 24.27%-16.0pp | 217.08%-208.8pp |
| Employer contribution / active EE | $2,895 | $3,442-15.9% | $2,975-2.7% | $4,299-32.7% |
| Participant deferral / active EE | $4,961 | $5,716-13.2% | $5,107-2.9% | $6,507-23.8% |
| Admin fee / account holder | $5,023 | $15,736-68.1% | $12,068-58.4% | $12,624-60.2% |