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 | $134,583 | $57,016+136.0% | $84,966+58.4% | $80,856+66.4% |
| Participation rate | 76.9% | 56.3%+20.6pp | 67.5%+9.4pp | 67.6%+9.3pp |
| Annual return | 10.44% | 21.66%-11.2pp | 66.38%-55.9pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,809 | $1,798+0.6% | $2,727-33.7% | $2,755-34.4% |
| Participant deferral / active EE | $5,541 | $3,110+78.2% | $4,519+22.6% | $4,296+29.0% |
| Admin fee / account holder | $27,097 | $4,980+444.1% | $6,149+340.7% | $6,918+291.7% |