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 | $144,347 | $78,422+84.1% | $95,952+50.4% | $79,858+80.8% |
| Participation rate | 91.1% | 73.5%+17.6pp | 77.1%+14.0pp | 69.6%+21.5pp |
| Annual return | 4.74% | 19.37%-14.6pp | 91.61%-86.9pp | 31.71%-27.0pp |
| Employer contribution / active EE | $2,943 | $1,945+51.3% | $2,541+15.8% | $2,471+19.1% |
| Participant deferral / active EE | $2,953 | $3,440-14.2% | $4,167-29.1% | $3,740-21.1% |
| Admin fee / account holder | $11,416 | $5,622+103.1% | $6,795+68.0% | $5,306+115.2% |