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 | $148,292 | $65,365+126.9% | $92,893+59.6% | $72,985+103.2% |
| Participation rate | 83.3% | 68.3%+15.0pp | 76.0%+7.3pp | 69.5%+13.8pp |
| Annual return | 3.12% | 42.10%-39.0pp | 109.41%-106.3pp | 81.00%-77.9pp |
| Employer contribution / active EE | $2,778 | $2,594+7.1% | $3,653-24.0% | $2,440+13.9% |
| Participant deferral / active EE | $7,404 | $3,128+136.7% | $4,236+74.8% | $3,607+105.3% |
| Admin fee / account holder | $6,882 | $4,251+61.9% | $5,794+18.8% | $5,124+34.3% |