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 | $112,376 | $65,041+72.8% | $90,951+23.6% | $79,858+40.7% |
| Participation rate | 90.0% | 61.6%+28.4pp | 69.0%+21.0pp | 69.6%+20.4pp |
| Annual return | 8.96% | 30.45%-21.5pp | 134.60%-125.6pp | 31.71%-22.8pp |
| Employer contribution / active EE | $722 | $1,247-42.1% | $2,122-66.0% | $2,471-70.8% |
| Participant deferral / active EE | $5,054 | $2,512+101.2% | $3,373+49.8% | $3,740+35.1% |
| Admin fee / account holder | $2,889 | $4,536-36.3% | $5,959-51.5% | $5,306-45.6% |