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 | $162,118 | $124,881+29.8% | $209,409-22.6% | $116,875+38.7% |
| Participation rate | 98.3% | 75.8%+22.5pp | 80.4%+17.9pp | 74.5%+23.7pp |
| Annual return | 10.50% | 14.56%-4.1pp | 159.49%-149.0pp | 16.29%-5.8pp |
| Employer contribution / active EE | $2,833 | $2,588+9.5% | $5,035-43.7% | $3,288-13.8% |
| Participant deferral / active EE | $6,475 | $3,793+70.7% | $4,230+53.1% | $3,885+66.7% |
| Admin fee / account holder | $11,034 | $12,933-14.7% | $16,474-33.0% | $12,263-10.0% |