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 | $162,783 | $81,248+100.4% | $155,509+4.7% | $80,856+101.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.59% | 33.31%-22.7pp | 64.67%-54.1pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,273 | $3,100-26.7% | $4,672-51.4% | $2,755-17.5% |
| Participant deferral / active EE | $5,515 | $3,452+59.8% | $5,626-2.0% | $4,296+28.4% |
| Admin fee / account holder | $5,115 | $7,997-36.0% | $15,912-67.9% | $6,918-26.1% |