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 | $149,289 | $78,672+89.8% | $109,143+36.8% | $85,850+73.9% |
| Participation rate | 75.0% | 68.3%+6.7pp | 75.9%-0.9pp | 69.3%+5.7pp |
| Annual return | 8.96% | 25.09%-16.1pp | 25.75%-16.8pp | 318.53%-309.6pp |
| Employer contribution / active EE | $747 | $2,735-72.7% | $3,722-79.9% | $2,565-70.9% |
| Participant deferral / active EE | $4,383 | $3,467+26.4% | $4,653-5.8% | $3,952+10.9% |
| Admin fee / account holder | $10,502 | $5,469+92.0% | $6,752+55.5% | $6,260+67.8% |