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 | $174,133 | $109,881+58.5% | $150,045+16.1% | $84,808+105.3% |
| Participation rate | 75.0% | 76.1%-1.1pp | 82.3%-7.3pp | 68.3%+6.7pp |
| Annual return | 14.01% | 28.25%-14.2pp | 62.55%-48.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $3,072 | $3,561-13.7% | $4,693-34.5% | $2,631+16.8% |
| Participant deferral / active EE | $6,140 | $6,636-7.5% | $7,997-23.2% | $4,212+45.8% |
| Admin fee / account holder | $36,386 | $8,568+324.7% | $13,435+170.8% | $7,344+395.5% |