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 | $110,347 | $185,822-40.6% | $169,993-35.1% | $139,434-20.9% |
| Participation rate | 70.6% | 87.8%-17.2pp | 87.0%-16.4pp | 80.3%-9.7pp |
| Annual return | 7.34% | 60.50%-53.2pp | 53.37%-46.0pp | 372.94%-365.6pp |
| Employer contribution / active EE | $1,979 | $7,590-73.9% | $6,785-70.8% | $4,751-58.3% |
| Participant deferral / active EE | $3,408 | $11,622-70.7% | $10,408-67.3% | $6,710-49.2% |
| Admin fee / account holder | $18,928 | $15,381+23.1% | $12,815+47.7% | $11,403+66.0% |