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 | $164,092 | $109,413+50.0% | $156,263+5.0% | $84,808+93.5% |
| Participation rate | 88.9% | 72.7%+16.2pp | 78.9%+10.0pp | 68.3%+20.6pp |
| Annual return | 11.68% | 20.18%-8.5pp | 59.47%-47.8pp | 40.90%-29.2pp |
| Employer contribution / active EE | $937 | $2,907-67.8% | $4,333-78.4% | $2,631-64.4% |
| Participant deferral / active EE | $9,581 | $4,590+108.8% | $6,158+55.6% | $4,212+127.5% |
| Admin fee / account holder | $39,236 | $9,357+319.3% | $14,255+175.3% | $7,344+434.3% |