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 | $173,558 | $102,605+69.2% | $145,661+19.2% | $84,808+104.6% |
| Participation rate | 84.4% | 74.3%+10.1pp | 77.2%+7.2pp | 68.3%+16.1pp |
| Annual return | 10.75% | 26.50%-15.8pp | 101.46%-90.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $1,540 | $3,325-53.7% | $4,238-63.7% | $2,631-41.5% |
| Participant deferral / active EE | $10,842 | $5,750+88.5% | $7,198+50.6% | $4,212+157.4% |
| Admin fee / account holder | $41,774 | $8,758+377.0% | $12,466+235.1% | $7,344+468.8% |