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 | $169,254 | $73,933+128.9% | $96,683+75.1% | $75,163+125.2% |
| Participation rate | 98.3% | 66.4%+31.9pp | 74.3%+24.0pp | 67.2%+31.1pp |
| Annual return | 5.25% | 26.70%-21.5pp | 35.69%-30.4pp | 160.62%-155.4pp |
| Employer contribution / active EE | $7,278 | $2,928+148.6% | $3,737+94.8% | $2,670+172.6% |
| Participant deferral / active EE | $8,658 | $3,659+136.6% | $4,878+77.5% | $4,125+109.9% |
| Admin fee / account holder | $6,537 | $5,216+25.3% | $6,730-2.9% | $5,651+15.7% |