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 | $145,059 | $81,460+78.1% | $103,333+40.4% | $80,856+79.4% |
| Participation rate | 98.0% | 66.8%+31.2pp | 74.5%+23.5pp | 67.6%+30.4pp |
| Annual return | 10.09% | 25.55%-15.5pp | 24.88%-14.8pp | 35.59%-25.5pp |
| Employer contribution / active EE | $11,404 | $3,105+267.3% | $3,868+194.8% | $2,755+314.0% |
| Participant deferral / active EE | $6,953 | $3,869+79.7% | $5,057+37.5% | $4,296+61.9% |
| Admin fee / account holder | $1,204 | $6,566-81.7% | $8,355-85.6% | $6,918-82.6% |