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 | $162,901 | $117,983+38.1% | $101,794+60.0% | $142,382+14.4% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.2%+7.7pp | 80.1%-3.2pp |
| Annual return | 9.02% | 36.92%-27.9pp | 30.53%-21.5pp | 217.08%-208.1pp |
| Employer contribution / active EE | $2,062 | $2,773-25.6% | $2,289-9.9% | $4,299-52.0% |
| Participant deferral / active EE | $3,212 | $4,714-31.9% | $4,084-21.3% | $6,507-50.6% |
| Admin fee / account holder | $5,509 | $10,433-47.2% | $8,777-37.2% | $12,624-56.4% |