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 | $160,109 | $109,881+45.7% | $150,045+6.7% | $84,808+88.8% |
| Participation rate | 98.2% | 76.1%+22.1pp | 82.3%+15.9pp | 68.3%+29.9pp |
| Annual return | 13.86% | 28.25%-14.4pp | 62.55%-48.7pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,944 | $3,561-17.3% | $4,693-37.3% | $2,631+11.9% |
| Participant deferral / active EE | $8,424 | $6,636+26.9% | $7,997+5.3% | $4,212+100.0% |
| Admin fee / account holder | $18,301 | $8,568+113.6% | $13,435+36.2% | $7,344+149.2% |