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 | $153,277 | $95,803+60.0% | $113,168+35.4% | $84,808+80.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 3.92% | 25.00%-21.1pp | 24.27%-20.3pp | 40.90%-37.0pp |
| Employer contribution / active EE | $9,259 | $2,360+292.4% | $2,975+211.2% | $2,631+251.9% |
| Participant deferral / active EE | $3,689 | $4,242-13.0% | $5,107-27.8% | $4,212-12.4% |
| Admin fee / account holder | $11,940 | $8,989+32.8% | $12,068-1.1% | $7,344+62.6% |