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 | $148,463 | $109,881+35.1% | $150,045-1.1% | $84,808+75.1% |
| Participation rate | 90.0% | 76.1%+13.9pp | 82.3%+7.7pp | 68.3%+21.7pp |
| Annual return | 13.00% | 28.25%-15.2pp | 62.55%-49.6pp | 40.90%-27.9pp |
| Employer contribution / active EE | $4,808 | $3,561+35.0% | $4,693+2.4% | $2,631+82.7% |
| Participant deferral / active EE | $10,810 | $6,636+62.9% | $7,997+35.2% | $4,212+156.7% |
| Admin fee / account holder | $42,208 | $8,568+392.6% | $13,435+214.2% | $7,344+474.7% |