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 | $158,636 | $80,673+96.6% | $101,326+56.6% | $84,808+87.1% |
| Participation rate | 87.8% | 77.8%+10.0pp | 81.5%+6.3pp | 68.3%+19.5pp |
| Annual return | 13.42% | 38.95%-25.5pp | 36.82%-23.4pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,910 | $2,698+7.9% | $3,665-20.6% | $2,631+10.6% |
| Participant deferral / active EE | $5,781 | $6,840-15.5% | $7,994-27.7% | $4,212+37.3% |
| Admin fee / account holder | $51,504 | $12,784+302.9% | $11,185+360.5% | $7,344+601.3% |