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 | $163,027 | $53,822+202.9% | $75,696+115.4% | $85,850+89.9% |
| Participation rate | 93.1% | 69.1%+24.0pp | 74.8%+18.3pp | 69.3%+23.8pp |
| Annual return | 10.47% | 24.54%-14.1pp | 104.53%-94.1pp | 318.53%-308.1pp |
| Employer contribution / active EE | $6,147 | $2,017+204.8% | $2,743+124.1% | $2,565+139.6% |
| Participant deferral / active EE | $3,243 | $2,895+12.0% | $3,821-15.1% | $3,952-17.9% |
| Admin fee / account holder | $10,229 | $3,343+206.0% | $3,619+182.7% | $6,260+63.4% |