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 | $180,390 | $60,892+196.2% | $82,389+119.0% | $84,808+112.7% |
| Participation rate | 78.7% | 63.3%+15.4pp | 69.5%+9.1pp | 68.3%+10.4pp |
| Annual return | 10.84% | 37.29%-26.5pp | 28.67%-17.8pp | 40.90%-30.1pp |
| Employer contribution / active EE | $2,217 | $1,779+24.6% | $2,517-11.9% | $2,631-15.7% |
| Participant deferral / active EE | $5,945 | $3,179+87.0% | $4,155+43.1% | $4,212+41.2% |
| Admin fee / account holder | $52,153 | $5,467+853.9% | $7,231+621.3% | $7,344+610.2% |