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 | $173,545 | $54,705+217.2% | $71,209+143.7% | $84,808+104.6% |
| Participation rate | 71.4% | 64.1%+7.4pp | 73.8%-2.3pp | 68.3%+3.1pp |
| Annual return | 12.64% | 35.90%-23.3pp | 282.51%-269.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,182 | $2,158+1.1% | $2,721-19.8% | $2,631-17.1% |
| Participant deferral / active EE | $3,314 | $3,030+9.3% | $4,175-20.6% | $4,212-21.3% |
| Admin fee / account holder | $2,303 | $4,863-52.6% | $5,349-56.9% | $7,344-68.6% |