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 | $143,107 | $102,317+39.9% | $146,958-2.6% | $80,856+77.0% |
| Participation rate | 73.7% | 75.8%-2.1pp | 82.2%-8.5pp | 67.6%+6.0pp |
| Annual return | 9.49% | 134.76%-125.3pp | 418.34%-408.8pp | 35.59%-26.1pp |
| Employer contribution / active EE | $3,225 | $3,713-13.2% | $4,933-34.6% | $2,755+17.1% |
| Participant deferral / active EE | $6,735 | $6,644+1.4% | $8,070-16.5% | $4,296+56.8% |
| Admin fee / account holder | $30,630 | $7,941+285.7% | $12,998+135.6% | $6,918+342.8% |