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 | $174,423 | $106,584+63.6% | $101,326+72.1% | $142,382+22.5% |
| Participation rate | 76.9% | 82.7%-5.8pp | 81.5%-4.6pp | 80.1%-3.2pp |
| Annual return | 8.97% | 36.93%-28.0pp | 36.82%-27.8pp | 217.08%-208.1pp |
| Employer contribution / active EE | $506 | $3,956-87.2% | $3,665-86.2% | $4,299-88.2% |
| Participant deferral / active EE | $7,529 | $8,297-9.3% | $7,994-5.8% | $6,507+15.7% |
| Admin fee / account holder | $32,969 | $11,446+188.0% | $11,185+194.8% | $12,624+161.2% |