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 | $144,330 | $77,503+86.2% | $100,391+43.8% | $80,856+78.5% |
| Participation rate | 78.4% | 76.9%+1.5pp | 81.5%-3.0pp | 67.6%+10.8pp |
| Annual return | 8.15% | 37.20%-29.1pp | 49.20%-41.1pp | 35.59%-27.4pp |
| Employer contribution / active EE | $596 | $2,801-78.7% | $3,942-84.9% | $2,755-78.4% |
| Participant deferral / active EE | $3,953 | $6,820-42.0% | $8,082-51.1% | $4,296-8.0% |
| Admin fee / account holder | $19,748 | $5,897+234.9% | $7,899+150.0% | $6,918+185.5% |