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 | $169,252 | $80,717+109.7% | $154,803+9.3% | $84,808+99.6% |
| Participation rate | 81.1% | 66.8%+14.3pp | 78.1%+3.1pp | 68.3%+12.8pp |
| Annual return | 2.46% | 37.96%-35.5pp | 58.88%-56.4pp | 40.90%-38.4pp |
| Employer contribution / active EE | $2,873 | $2,761+4.1% | $4,305-33.3% | $2,631+9.2% |
| Participant deferral / active EE | $4,760 | $3,303+44.1% | $5,540-14.1% | $4,212+13.0% |
| Admin fee / account holder | $11,899 | $6,746+76.4% | $14,329-17.0% | $7,344+62.0% |