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 | $145,805 | $65,041+124.2% | $90,951+60.3% | $79,858+82.6% |
| Participation rate | 71.2% | 61.6%+9.5pp | 69.0%+2.1pp | 69.6%+1.5pp |
| Annual return | 7.17% | 30.45%-23.3pp | 134.60%-127.4pp | 31.71%-24.5pp |
| Employer contribution / active EE | $2,482 | $1,247+99.0% | $2,122+17.0% | $2,471+0.5% |
| Participant deferral / active EE | $3,440 | $2,512+36.9% | $3,373+2.0% | $3,740-8.0% |
| Admin fee / account holder | $12,137 | $4,536+167.6% | $5,959+103.7% | $5,306+128.7% |