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 | $149,534 | $89,355+67.3% | $141,162+5.9% | $72,985+104.9% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 17.44% | 111.85%-94.4pp | 71.39%-54.0pp | 81.00%-63.6pp |
| Employer contribution / active EE | $3,023 | $3,114-2.9% | $4,735-36.2% | $2,440+23.9% |
| Participant deferral / active EE | $4,382 | $5,418-19.1% | $6,709-34.7% | $3,607+21.5% |
| Admin fee / account holder | $6,447 | $5,958+8.2% | $10,261-37.2% | $5,124+25.8% |