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 | $179,923 | $72,012+149.9% | $185,823-3.2% | $79,858+125.3% |
| Participation rate | 77.8% | 65.8%+12.0pp | 78.0%-0.3pp | 69.6%+8.1pp |
| Annual return | 10.53% | 23.12%-12.6pp | 35.95%-25.4pp | 31.71%-21.2pp |
| Employer contribution / active EE | $1,133 | $1,965-42.3% | $4,087-72.3% | $2,471-54.1% |
| Participant deferral / active EE | $4,501 | $3,779+19.1% | $5,632-20.1% | $3,740+20.4% |
| Admin fee / account holder | $678 | $4,513-85.0% | $9,500-92.9% | $5,306-87.2% |