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 9-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 | $155,119 | $109,413+41.8% | $156,263-0.7% | $84,808+82.9% |
| Participation rate | 85.2% | 72.7%+12.5pp | 78.9%+6.3pp | 68.3%+16.9pp |
| Annual return | 10.51% | 20.18%-9.7pp | 59.47%-49.0pp | 40.90%-30.4pp |
| Employer contribution / active EE | $9,370 | $2,907+222.3% | $4,333+116.2% | $2,631+256.1% |
| Participant deferral / active EE | $6,644 | $4,590+44.8% | $6,158+7.9% | $4,212+57.8% |
| Admin fee / account holder | $10,311 | $9,357+10.2% | $14,255-27.7% | $7,344+40.4% |