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 | $155,134 | $73,933+109.8% | $96,683+60.5% | $75,163+106.4% |
| Participation rate | 78.9% | 66.4%+12.5pp | 74.3%+4.6pp | 67.2%+11.8pp |
| Annual return | -0.98% | 26.70%-27.7pp | 35.69%-36.7pp | 160.62%-161.6pp |
| Employer contribution / active EE | $2,859 | $2,928-2.3% | $3,737-23.5% | $2,670+7.1% |
| Participant deferral / active EE | $6,257 | $3,659+71.0% | $4,878+28.3% | $4,125+51.7% |
| Admin fee / account holder | $8,615 | $5,216+65.2% | $6,730+28.0% | $5,651+52.4% |