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 | $186,105 | $58,512+218.1% | $84,015+121.5% | $72,985+155.0% |
| Participation rate | 97.0% | 61.2%+35.7pp | 69.0%+28.0pp | 69.5%+27.5pp |
| Annual return | 13.44% | 28.93%-15.5pp | 71.31%-57.9pp | 81.00%-67.6pp |
| Employer contribution / active EE | $10,401 | $1,163+794.4% | $1,983+424.4% | $2,440+326.3% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,607-100.0% |
| Admin fee / account holder | $5,815 | $4,569+27.3% | $6,101-4.7% | $5,124+13.5% |