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 | $169,360 | $80,968+109.2% | $96,544+75.4% | $75,163+125.3% |
| Participation rate | 96.4% | 71.8%+24.7pp | 76.0%+20.5pp | 67.2%+29.2pp |
| Annual return | 12.38% | 27.06%-14.7pp | 25.84%-13.5pp | 160.62%-148.2pp |
| Employer contribution / active EE | $3,321 | $2,282+45.5% | $2,965+12.0% | $2,670+24.4% |
| Participant deferral / active EE | $13,284 | $3,928+238.2% | $4,851+173.8% | $4,125+222.0% |
| Admin fee / account holder | $18,021 | $6,724+168.0% | $8,252+118.4% | $5,651+218.9% |