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 | $151,510 | $85,766+76.7% | $136,294+11.2% | $70,131+116.0% |
| Participation rate | 93.1% | 74.2%+18.9pp | 81.9%+11.2pp | 69.5%+23.6pp |
| Annual return | 4.58% | 31.45%-26.9pp | 5155.94%-5151.4pp | 73.14%-68.6pp |
| Employer contribution / active EE | $1,942 | $2,966-34.5% | $4,695-58.6% | $2,342-17.1% |
| Participant deferral / active EE | $3,829 | $5,051-24.2% | $6,247-38.7% | $3,332+14.9% |
| Admin fee / account holder | $2,306 | $5,420-57.5% | $9,243-75.0% | $4,645-50.4% |