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 | $166,151 | $86,929+91.1% | $102,423+62.2% | $80,856+105.5% |
| Participation rate | 90.0% | 72.4%+17.6pp | 76.5%+13.5pp | 67.6%+22.4pp |
| Annual return | 8.93% | 18.88%-10.0pp | 29.32%-20.4pp | 35.59%-26.7pp |
| Employer contribution / active EE | $4,732 | $2,369+99.7% | $3,023+56.5% | $2,755+71.8% |
| Participant deferral / active EE | $9,172 | $4,118+122.7% | $5,053+81.5% | $4,296+113.5% |
| Admin fee / account holder | $5,288 | $8,049-34.3% | $9,451-44.1% | $6,918-23.6% |