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 | $146,409 | $80,717+81.4% | $154,803-5.4% | $84,808+72.6% |
| Participation rate | 97.1% | 66.8%+30.3pp | 78.1%+19.1pp | 68.3%+28.8pp |
| Annual return | 10.92% | 37.96%-27.0pp | 58.88%-48.0pp | 40.90%-30.0pp |
| Employer contribution / active EE | $5,911 | $2,761+114.1% | $4,305+37.3% | $2,631+124.7% |
| Participant deferral / active EE | $995 | $3,303-69.9% | $5,540-82.0% | $4,212-76.4% |
| Admin fee / account holder | $5,747 | $6,746-14.8% | $14,329-59.9% | $7,344-21.7% |