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 | $159,459 | $94,625+68.5% | $116,228+37.2% | $84,808+88.0% |
| Participation rate | 95.3% | 70.4%+24.9pp | 74.6%+20.8pp | 68.3%+27.0pp |
| Annual return | 9.68% | 20.40%-10.7pp | 90.06%-80.4pp | 40.90%-31.2pp |
| Employer contribution / active EE | $3,454 | $2,347+47.2% | $2,994+15.4% | $2,631+31.3% |
| Participant deferral / active EE | $6,733 | $3,972+69.5% | $4,953+35.9% | $4,212+59.9% |
| Admin fee / account holder | $12,033 | $10,091+19.2% | $11,989+0.4% | $7,344+63.9% |