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 | $140,118 | $89,753+56.1% | $107,525+30.3% | $84,808+65.2% |
| Participation rate | 85.2% | 68.1%+17.1pp | 75.1%+10.1pp | 68.3%+16.9pp |
| Annual return | 12.84% | 29.48%-16.6pp | 181.32%-168.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $3,149 | $3,113+1.1% | $3,754-16.1% | $2,631+19.7% |
| Participant deferral / active EE | $5,266 | $4,056+29.8% | $5,116+2.9% | $4,212+25.0% |
| Admin fee / account holder | $9,835 | $7,222+36.2% | $8,919+10.3% | $7,344+33.9% |