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 | $152,324 | $105,181+44.8% | $159,436-4.5% | $85,850+77.4% |
| Participation rate | 92.5% | 75.8%+16.8pp | 82.8%+9.7pp | 69.3%+23.2pp |
| Annual return | 10.91% | 45.07%-34.2pp | 263.57%-252.7pp | 318.53%-307.6pp |
| Employer contribution / active EE | $2,734 | $3,318-17.6% | $4,829-43.4% | $2,565+6.6% |
| Participant deferral / active EE | $5,397 | $5,945-9.2% | $7,352-26.6% | $3,952+36.6% |
| Admin fee / account holder | $6,055 | $6,933-12.7% | $10,799-43.9% | $6,260-3.3% |