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 | $143,779 | $67,606+112.7% | $82,313+74.7% | $70,131+105.0% |
| Participation rate | 98.5% | 72.8%+25.7pp | 76.9%+21.6pp | 69.5%+29.0pp |
| Annual return | 10.15% | 21.57%-11.4pp | 25.88%-15.7pp | 73.14%-63.0pp |
| Employer contribution / active EE | $3,090 | $1,755+76.1% | $2,428+27.2% | $2,342+31.9% |
| Participant deferral / active EE | $3,076 | $2,987+3.0% | $3,706-17.0% | $3,332-7.7% |
| Admin fee / account holder | $31,141 | $4,512+590.2% | $5,608+455.3% | $4,645+570.4% |