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 | $219,893 | $86,286+154.8% | $111,297+97.6% | $85,850+156.1% |
| Participation rate | 76.0% | 73.3%+2.7pp | 77.3%-1.3pp | 69.3%+6.7pp |
| Annual return | 9.40% | 19.99%-10.6pp | 54.65%-45.2pp | 318.53%-309.1pp |
| Employer contribution / active EE | $1,332 | $2,043-34.8% | $2,731-51.2% | $2,565-48.1% |
| Participant deferral / active EE | $3,163 | $3,641-13.1% | $4,487-29.5% | $3,952-19.9% |
| Admin fee / account holder | $830 | $8,188-89.9% | $7,964-89.6% | $6,260-86.7% |