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 | $179,274 | $64,839+176.5% | $95,585+87.6% | $84,808+111.4% |
| Participation rate | 81.7% | 63.8%+17.9pp | 72.1%+9.6pp | 68.3%+13.4pp |
| Annual return | 12.89% | -670.96%+683.8pp | 38.56%-25.7pp | 40.90%-28.0pp |
| Employer contribution / active EE | $778 | $1,759-55.8% | $2,527-69.2% | $2,631-70.4% |
| Participant deferral / active EE | $6,362 | $2,965+114.6% | $4,023+58.2% | $4,212+51.1% |
| Admin fee / account holder | $71,632 | $5,964+1101.0% | $6,127+1069.0% | $7,344+875.4% |