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 | $153,376 | $74,927+104.7% | $101,794+50.7% | $84,808+80.9% |
| Participation rate | 98.1% | 61.4%+36.7pp | 69.2%+28.9pp | 68.3%+29.8pp |
| Annual return | 0.81% | 18.70%-17.9pp | 30.53%-29.7pp | 40.90%-40.1pp |
| Employer contribution / active EE | $11,956 | $1,522+685.6% | $2,289+422.3% | $2,631+354.4% |
| Participant deferral / active EE | $0 | $3,099-100.0% | $4,084-100.0% | $4,212-100.0% |
| Admin fee / account holder | $13,548 | $6,514+108.0% | $8,777+54.4% | $7,344+84.5% |