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 | $182,984 | $73,933+147.5% | $96,683+89.3% | $75,163+143.4% |
| Participation rate | 96.2% | 66.4%+29.7pp | 74.3%+21.8pp | 67.2%+29.0pp |
| Annual return | 11.65% | 26.70%-15.1pp | 35.69%-24.0pp | 160.62%-149.0pp |
| Employer contribution / active EE | $4,004 | $2,928+36.8% | $3,737+7.2% | $2,670+50.0% |
| Participant deferral / active EE | $7,650 | $3,659+109.1% | $4,878+56.8% | $4,125+85.4% |
| Admin fee / account holder | $321 | $5,216-93.9% | $6,730-95.2% | $5,651-94.3% |