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 | $178,493 | $74,927+138.2% | $101,794+75.3% | $84,808+110.5% |
| Participation rate | 91.9% | 61.4%+30.5pp | 69.2%+22.7pp | 68.3%+23.6pp |
| Annual return | 11.51% | 18.70%-7.2pp | 30.53%-19.0pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,275 | $1,522-16.2% | $2,289-44.3% | $2,631-51.5% |
| Participant deferral / active EE | $4,609 | $3,099+48.7% | $4,084+12.8% | $4,212+9.4% |
| Admin fee / account holder | $21,816 | $6,514+234.9% | $8,777+148.6% | $7,344+197.1% |