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 | $194,341 | $135,952+42.9% | $123,892+56.9% | $273,961-29.1% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 1.74% | 56.63%-54.9pp | 47.52%-45.8pp | 41.45%-39.7pp |
| Employer contribution / active EE | $2,966 | $5,170-42.6% | $4,617-35.8% | $4,869-39.1% |
| Participant deferral / active EE | $8,983 | $6,343+41.6% | $5,984+50.1% | $5,287+69.9% |
| Admin fee / account holder | $2,627 | $9,817-73.2% | $8,357-68.6% | $10,132-74.1% |