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 8-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 | $146,008 | $73,933+97.5% | $96,683+51.0% | $75,163+94.3% |
| Participation rate | 73.7% | 66.4%+7.3pp | 74.3%-0.7pp | 67.2%+6.5pp |
| Annual return | 12.29% | 26.70%-14.4pp | 35.69%-23.4pp | 160.62%-148.3pp |
| Employer contribution / active EE | $7,812 | $2,928+166.8% | $3,737+109.1% | $2,670+192.6% |
| Participant deferral / active EE | $6,837 | $3,659+86.9% | $4,878+40.2% | $4,125+65.7% |
| Admin fee / account holder | $52,949 | $5,216+915.1% | $6,730+686.8% | $5,651+837.0% |