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 | $162,415 | $94,625+71.6% | $116,228+39.7% | $84,808+91.5% |
| Participation rate | 98.1% | 70.4%+27.7pp | 74.6%+23.6pp | 68.3%+29.8pp |
| Annual return | 11.59% | 20.40%-8.8pp | 90.06%-78.5pp | 40.90%-29.3pp |
| Employer contribution / active EE | $3,529 | $2,347+50.4% | $2,994+17.8% | $2,631+34.1% |
| Participant deferral / active EE | $3,094 | $3,972-22.1% | $4,953-37.5% | $4,212-26.5% |
| Admin fee / account holder | $121,786 | $10,091+1106.8% | $11,989+915.8% | $7,344+1558.4% |