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 8-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 | $160,741 | $80,717+99.1% | $154,803+3.8% | $84,808+89.5% |
| Participation rate | 88.0% | 66.8%+21.2pp | 78.1%+9.9pp | 68.3%+19.7pp |
| Annual return | 9.37% | 37.96%-28.6pp | 58.88%-49.5pp | 40.90%-31.5pp |
| Employer contribution / active EE | $5,760 | $2,761+108.6% | $4,305+33.8% | $2,631+118.9% |
| Participant deferral / active EE | $5,875 | $3,303+77.9% | $5,540+6.0% | $4,212+39.5% |
| Admin fee / account holder | $1,214 | $6,746-82.0% | $14,329-91.5% | $7,344-83.5% |