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 | $153,135 | $214,378-28.6% | $200,582-23.7% | $142,382+7.6% |
| Participation rate | 92.3% | 87.4%+4.9pp | 86.9%+5.4pp | 80.1%+12.2pp |
| Annual return | 7.41% | 46.41%-39.0pp | 42.33%-34.9pp | 217.08%-209.7pp |
| Employer contribution / active EE | $5,289 | $6,841-22.7% | $6,419-17.6% | $4,299+23.0% |
| Participant deferral / active EE | $9,679 | $9,865-1.9% | $9,331+3.7% | $6,507+48.7% |
| Admin fee / account holder | $30,619 | $17,692+73.1% | $16,305+87.8% | $12,624+142.6% |