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 | $121,219 | $80,717+50.2% | $154,803-21.7% | $84,808+42.9% |
| Participation rate | 91.4% | 66.8%+24.6pp | 78.1%+13.4pp | 68.3%+23.1pp |
| Annual return | 4.88% | 37.96%-33.1pp | 58.88%-54.0pp | 40.90%-36.0pp |
| Employer contribution / active EE | $4,723 | $2,761+71.0% | $4,305+9.7% | $2,631+79.5% |
| Participant deferral / active EE | $4,649 | $3,303+40.8% | $5,540-16.1% | $4,212+10.4% |
| Admin fee / account holder | $20,299 | $6,746+200.9% | $14,329+41.7% | $7,344+176.4% |