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 | $146,855 | $72,277+103.2% | $101,248+45.0% | $79,858+83.9% |
| Participation rate | 96.6% | 68.5%+28.2pp | 75.8%+20.8pp | 69.6%+27.0pp |
| Annual return | 8.88% | 22.30%-13.4pp | 46.47%-37.6pp | 31.71%-22.8pp |
| Employer contribution / active EE | $3,267 | $2,692+21.4% | $3,660-10.7% | $2,471+32.2% |
| Participant deferral / active EE | $6,451 | $3,282+96.6% | $4,370+47.6% | $3,740+72.5% |
| Admin fee / account holder | $16,392 | $4,400+272.5% | $5,945+175.7% | $5,306+208.9% |