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 | $147,996 | $74,927+97.5% | $101,794+45.4% | $84,808+74.5% |
| Participation rate | 73.3% | 61.4%+11.9pp | 69.2%+4.1pp | 68.3%+5.0pp |
| Annual return | 12.17% | 18.70%-6.5pp | 30.53%-18.4pp | 40.90%-28.7pp |
| Employer contribution / active EE | $760 | $1,522-50.1% | $2,289-66.8% | $2,631-71.1% |
| Participant deferral / active EE | $6,718 | $3,099+116.8% | $4,084+64.5% | $4,212+59.5% |
| Admin fee / account holder | $19,416 | $6,514+198.1% | $8,777+121.2% | $7,344+164.4% |