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 | $165,539 | $86,929+90.4% | $102,423+61.6% | $80,856+104.7% |
| Participation rate | 92.3% | 72.4%+19.9pp | 76.5%+15.8pp | 67.6%+24.7pp |
| Annual return | 8.35% | 18.88%-10.5pp | 29.32%-21.0pp | 35.59%-27.2pp |
| Employer contribution / active EE | $17,650 | $2,369+644.9% | $3,023+483.8% | $2,755+540.7% |
| Participant deferral / active EE | $3,312 | $4,118-19.6% | $5,053-34.5% | $4,296-22.9% |
| Admin fee / account holder | $35,363 | $8,049+339.3% | $9,451+274.2% | $6,918+411.2% |