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 | $167,332 | $102,317+63.5% | $146,958+13.9% | $80,856+106.9% |
| Participation rate | 78.6% | 75.8%+2.7pp | 82.2%-3.6pp | 67.6%+10.9pp |
| Annual return | 10.11% | 134.76%-124.7pp | 418.34%-408.2pp | 35.59%-25.5pp |
| Employer contribution / active EE | $3,566 | $3,713-4.0% | $4,933-27.7% | $2,755+29.5% |
| Participant deferral / active EE | $9,089 | $6,644+36.8% | $8,070+12.6% | $4,296+111.6% |
| Admin fee / account holder | $12,364 | $7,941+55.7% | $12,998-4.9% | $6,918+78.7% |