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 | $186,591 | $68,719+171.5% | $91,541+103.8% | $84,808+120.0% |
| Participation rate | 84.0% | 64.5%+19.5pp | 69.8%+14.2pp | 68.3%+15.7pp |
| Annual return | 11.63% | 19.12%-7.5pp | 20.50%-8.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $1,584 | $1,920-17.5% | $2,505-36.7% | $2,631-39.8% |
| Participant deferral / active EE | $2,148 | $3,136-31.5% | $4,008-46.4% | $4,212-49.0% |
| Admin fee / account holder | $48,299 | $5,786+734.7% | $6,956+594.3% | $7,344+557.7% |