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 | $182,608 | $77,503+135.6% | $100,391+81.9% | $80,856+125.8% |
| Participation rate | 73.5% | 76.9%-3.4pp | 81.5%-8.0pp | 67.6%+5.9pp |
| Annual return | 7.52% | 37.20%-29.7pp | 49.20%-41.7pp | 35.59%-28.1pp |
| Employer contribution / active EE | $2,499 | $2,801-10.8% | $3,942-36.6% | $2,755-9.3% |
| Participant deferral / active EE | $5,075 | $6,820-25.6% | $8,082-37.2% | $4,296+18.1% |
| Admin fee / account holder | $5,594 | $5,897-5.1% | $7,899-29.2% | $6,918-19.1% |