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 | $152,264 | $94,625+60.9% | $116,228+31.0% | $84,808+79.5% |
| Participation rate | 96.3% | 70.4%+25.8pp | 74.6%+21.7pp | 68.3%+28.0pp |
| Annual return | 6.97% | 20.40%-13.4pp | 90.06%-83.1pp | 40.90%-33.9pp |
| Employer contribution / active EE | $2,429 | $2,347+3.5% | $2,994-18.9% | $2,631-7.7% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,953-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,180 | $10,091-68.5% | $11,989-73.5% | $7,344-56.7% |