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 | $187,203 | $60,022+211.9% | $88,946+110.5% | $84,808+120.7% |
| Participation rate | 74.1% | 57.8%+16.2pp | 68.8%+5.2pp | 68.3%+5.8pp |
| Annual return | 11.86% | 22.43%-10.6pp | 57.82%-46.0pp | 40.90%-29.0pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,754 | $3,114+116.9% | $4,581+47.4% | $4,212+60.4% |
| Admin fee / account holder | $2,797 | $4,811-41.9% | $8,261-66.1% | $7,344-61.9% |