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 | $164,076 | $89,698+82.9% | $103,476+58.6% | $80,856+102.9% |
| Participation rate | 86.1% | 76.0%+10.1pp | 80.5%+5.6pp | 67.6%+18.5pp |
| Annual return | 10.75% | 22.78%-12.0pp | 23.90%-13.2pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,403 | $4,018-65.1% | $4,672-70.0% | $2,755-49.1% |
| Participant deferral / active EE | $3,230 | $5,456-40.8% | $6,623-51.2% | $4,296-24.8% |
| Admin fee / account holder | $1,980 | $6,768-70.7% | $9,413-79.0% | $6,918-71.4% |