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 | $144,944 | $60,892+138.0% | $82,389+75.9% | $84,808+70.9% |
| Participation rate | 74.2% | 63.3%+10.9pp | 69.5%+4.6pp | 68.3%+5.9pp |
| Annual return | 10.28% | 37.29%-27.0pp | 28.67%-18.4pp | 40.90%-30.6pp |
| Employer contribution / active EE | $4,956 | $1,779+178.5% | $2,517+96.9% | $2,631+88.4% |
| Participant deferral / active EE | $5,401 | $3,179+69.9% | $4,155+30.0% | $4,212+28.2% |
| Admin fee / account holder | $2,714 | $5,467-50.4% | $7,231-62.5% | $7,344-63.0% |