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 | $141,612 | $91,019+55.6% | $392,568-63.9% | $72,985+94.0% |
| Participation rate | 97.1% | 74.4%+22.7pp | 78.1%+19.0pp | 69.5%+27.6pp |
| Annual return | 14.52% | 20.00%-5.5pp | 24.42%-9.9pp | 81.00%-66.5pp |
| Employer contribution / active EE | $8,999 | $2,751+227.1% | $3,783+137.9% | $2,440+268.8% |
| Participant deferral / active EE | $3,494 | $4,570-23.5% | $5,985-41.6% | $3,607-3.1% |
| Admin fee / account holder | $12,836 | $4,895+162.2% | $6,260+105.1% | $5,124+150.5% |