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 | $151,025 | $109,881+37.4% | $150,045+0.7% | $84,808+78.1% |
| Participation rate | 92.4% | 76.1%+16.3pp | 82.3%+10.1pp | 68.3%+24.1pp |
| Annual return | 13.96% | 28.25%-14.3pp | 62.55%-48.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $5,442 | $3,561+52.8% | $4,693+15.9% | $2,631+106.8% |
| Participant deferral / active EE | $6,351 | $6,636-4.3% | $7,997-20.6% | $4,212+50.8% |
| Admin fee / account holder | $22,017 | $8,568+157.0% | $13,435+63.9% | $7,344+199.8% |