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 | $125,733 | $24,730+408.4% | $66,042+90.4% | $84,808+48.3% |
| Participation rate | 80.8% | 68.1%+12.7pp | 67.5%+13.3pp | 68.3%+12.5pp |
| Annual return | 13.92% | 79.55%-65.6pp | 52.11%-38.2pp | 40.90%-27.0pp |
| Employer contribution / active EE | $761 | $857-11.1% | $1,579-51.8% | $2,631-71.1% |
| Participant deferral / active EE | $3,182 | $1,737+83.2% | $2,835+12.2% | $4,212-24.5% |
| Admin fee / account holder | $40,452 | $3,014+1242.2% | $5,747+603.9% | $7,344+450.8% |