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 | $147,845 | $89,753+64.7% | $107,525+37.5% | $84,808+74.3% |
| Participation rate | 82.1% | 68.1%+14.0pp | 75.1%+7.0pp | 68.3%+13.7pp |
| Annual return | 11.96% | 29.48%-17.5pp | 181.32%-169.4pp | 40.90%-28.9pp |
| Employer contribution / active EE | $8,070 | $3,113+159.2% | $3,754+115.0% | $2,631+206.7% |
| Participant deferral / active EE | $7,111 | $4,056+75.3% | $5,116+39.0% | $4,212+68.8% |
| Admin fee / account holder | $12,225 | $7,222+69.3% | $8,919+37.1% | $7,344+66.5% |