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 | $150,936 | $57,541+162.3% | $95,745+57.6% | $75,163+100.8% |
| Participation rate | 97.0% | 62.5%+34.5pp | 72.3%+24.8pp | 67.2%+29.8pp |
| Annual return | 3.55% | 34.93%-31.4pp | 28.35%-24.8pp | 160.62%-157.1pp |
| Employer contribution / active EE | $3,192 | $1,808+76.6% | $2,835+12.6% | $2,670+19.6% |
| Participant deferral / active EE | $9,295 | $3,074+202.4% | $4,245+119.0% | $4,125+125.3% |
| Admin fee / account holder | $19,321 | $4,099+371.4% | $5,678+240.3% | $5,651+241.9% |