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 | $161,873 | $72,492+123.3% | $87,100+85.8% | $72,985+121.8% |
| Participation rate | 92.7% | 72.8%+19.9pp | 76.9%+15.8pp | 69.5%+23.2pp |
| Annual return | 8.49% | 24.46%-16.0pp | 28.19%-19.7pp | 81.00%-72.5pp |
| Employer contribution / active EE | $3,097 | $1,894+63.6% | $2,521+22.9% | $2,440+27.0% |
| Participant deferral / active EE | $3,044 | $3,270-6.9% | $4,049-24.8% | $3,607-15.6% |
| Admin fee / account holder | $7,587 | $5,055+50.1% | $7,497+1.2% | $5,124+48.1% |