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 | $172,096 | $74,927+129.7% | $101,794+69.1% | $84,808+102.9% |
| Participation rate | 87.2% | 61.4%+25.8pp | 69.2%+18.1pp | 68.3%+18.9pp |
| Annual return | 6.06% | 18.70%-12.6pp | 30.53%-24.5pp | 40.90%-34.8pp |
| Employer contribution / active EE | $921 | $1,522-39.5% | $2,289-59.8% | $2,631-65.0% |
| Participant deferral / active EE | $8,878 | $3,099+186.5% | $4,084+117.4% | $4,212+110.8% |
| Admin fee / account holder | $6,993 | $6,514+7.4% | $8,777-20.3% | $7,344-4.8% |