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 | $150,981 | $89,753+68.2% | $107,525+40.4% | $84,808+78.0% |
| Participation rate | 88.6% | 68.1%+20.5pp | 75.1%+13.5pp | 68.3%+20.3pp |
| Annual return | 12.11% | 29.48%-17.4pp | 181.32%-169.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $15,989 | $3,113+413.5% | $3,754+326.0% | $2,631+507.7% |
| Participant deferral / active EE | $2,404 | $4,056-40.7% | $5,116-53.0% | $4,212-42.9% |
| Admin fee / account holder | $4,227 | $7,222-41.5% | $8,919-52.6% | $7,344-42.4% |