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 | $138,171 | $65,041+112.4% | $90,951+51.9% | $79,858+73.0% |
| Participation rate | 83.8% | 61.6%+22.2pp | 69.0%+14.8pp | 69.6%+14.2pp |
| Annual return | 8.14% | 30.45%-22.3pp | 134.60%-126.5pp | 31.71%-23.6pp |
| Employer contribution / active EE | $2,233 | $1,247+79.1% | $2,122+5.3% | $2,471-9.6% |
| Participant deferral / active EE | $3,889 | $2,512+54.8% | $3,373+15.3% | $3,740+4.0% |
| Admin fee / account holder | $4,248 | $4,536-6.3% | $5,959-28.7% | $5,306-19.9% |