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 | $155,298 | $89,753+73.0% | $107,525+44.4% | $84,808+83.1% |
| Participation rate | 81.5% | 68.1%+13.5pp | 75.1%+6.4pp | 68.3%+13.2pp |
| Annual return | 12.01% | 29.48%-17.5pp | 181.32%-169.3pp | 40.90%-28.9pp |
| Employer contribution / active EE | $3,502 | $3,113+12.5% | $3,754-6.7% | $2,631+33.1% |
| Participant deferral / active EE | $6,067 | $4,056+49.6% | $5,116+18.6% | $4,212+44.1% |
| Admin fee / account holder | $18,859 | $7,222+161.1% | $8,919+111.5% | $7,344+156.8% |