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 | $148,572 | $111,754+32.9% | $103,333+43.8% | $145,922+1.8% |
| Participation rate | 76.5% | 77.9%-1.5pp | 74.5%+2.0pp | 80.3%-3.8pp |
| Annual return | 7.99% | 24.77%-16.8pp | 24.88%-16.9pp | 561.29%-553.3pp |
| Employer contribution / active EE | $2,463 | $4,212-41.5% | $3,868-36.3% | $4,660-47.1% |
| Participant deferral / active EE | $3,497 | $5,619-37.8% | $5,057-30.8% | $6,688-47.7% |
| Admin fee / account holder | $178,791 | $9,750+1733.7% | $8,355+2040.0% | $13,397+1234.6% |