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 | $146,020 | $106,584+37.0% | $101,326+44.1% | $142,382+2.6% |
| Participation rate | 71.4% | 82.7%-11.3pp | 81.5%-10.1pp | 80.1%-8.7pp |
| Annual return | 11.02% | 36.93%-25.9pp | 36.82%-25.8pp | 217.08%-206.1pp |
| Employer contribution / active EE | $2,519 | $3,956-36.3% | $3,665-31.3% | $4,299-41.4% |
| Participant deferral / active EE | $6,702 | $8,297-19.2% | $7,994-16.2% | $6,507+3.0% |
| Admin fee / account holder | $3,106 | $11,446-72.9% | $11,185-72.2% | $12,624-75.4% |