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 | $144,078 | $85,766+68.0% | $136,294+5.7% | $70,131+105.4% |
| Participation rate | 81.6% | 74.2%+7.4pp | 81.9%-0.3pp | 69.5%+12.0pp |
| Annual return | 12.75% | 31.45%-18.7pp | 5155.94%-5143.2pp | 73.14%-60.4pp |
| Employer contribution / active EE | $7,592 | $2,966+156.0% | $4,695+61.7% | $2,342+224.1% |
| Participant deferral / active EE | $7,805 | $5,051+54.5% | $6,247+24.9% | $3,332+134.3% |
| Admin fee / account holder | $5,316 | $5,420-1.9% | $9,243-42.5% | $4,645+14.4% |