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 | $167,237 | $53,127+214.8% | $86,590+93.1% | $70,131+138.5% |
| Participation rate | 77.8% | 65.3%+12.5pp | 73.5%+4.2pp | 69.5%+8.2pp |
| Annual return | 11.12% | 27.66%-16.5pp | 964.84%-953.7pp | 73.14%-62.0pp |
| Employer contribution / active EE | $9,431 | $2,068+356.0% | $2,839+232.1% | $2,342+302.6% |
| Participant deferral / active EE | $3,454 | $2,696+28.1% | $3,609-4.3% | $3,332+3.7% |
| Admin fee / account holder | $3,752 | $3,585+4.7% | $4,906-23.5% | $4,645-19.2% |