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 | $170,715 | $81,248+110.1% | $155,509+9.8% | $80,856+111.1% |
| Participation rate | 96.4% | 66.2%+30.2pp | 78.2%+18.2pp | 67.6%+28.8pp |
| Annual return | 10.19% | 33.31%-23.1pp | 64.67%-54.5pp | 35.59%-25.4pp |
| Employer contribution / active EE | $2,906 | $3,100-6.3% | $4,672-37.8% | $2,755+5.5% |
| Participant deferral / active EE | $6,402 | $3,452+85.5% | $5,626+13.8% | $4,296+49.0% |
| Admin fee / account holder | $1,953 | $7,997-75.6% | $15,912-87.7% | $6,918-71.8% |