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 | $154,036 | $81,248+89.6% | $155,509-0.9% | $80,856+90.5% |
| Participation rate | 85.0% | 66.2%+18.8pp | 78.2%+6.8pp | 67.6%+17.4pp |
| Annual return | 9.52% | 33.31%-23.8pp | 64.67%-55.1pp | 35.59%-26.1pp |
| Employer contribution / active EE | $3,067 | $3,100-1.1% | $4,672-34.4% | $2,755+11.3% |
| Participant deferral / active EE | $5,737 | $3,452+66.2% | $5,626+2.0% | $4,296+33.5% |
| Admin fee / account holder | $4,287 | $7,997-46.4% | $15,912-73.1% | $6,918-38.0% |