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 | $178,131 | $86,286+106.4% | $111,297+60.0% | $85,850+107.5% |
| Participation rate | 71.8% | 73.3%-1.5pp | 77.3%-5.5pp | 69.3%+2.5pp |
| Annual return | 10.93% | 19.99%-9.1pp | 54.65%-43.7pp | 318.53%-307.6pp |
| Employer contribution / active EE | $1,891 | $2,043-7.5% | $2,731-30.8% | $2,565-26.3% |
| Participant deferral / active EE | $5,906 | $3,641+62.2% | $4,487+31.6% | $3,952+49.5% |
| Admin fee / account holder | $27,093 | $8,188+230.9% | $7,964+240.2% | $6,260+332.8% |