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 | $154,019 | $73,933+108.3% | $96,683+59.3% | $75,163+104.9% |
| Participation rate | 86.1% | 66.4%+19.7pp | 74.3%+11.8pp | 67.2%+18.9pp |
| Annual return | 1.04% | 26.70%-25.7pp | 35.69%-34.7pp | 160.62%-159.6pp |
| Employer contribution / active EE | $1,134 | $2,928-61.3% | $3,737-69.7% | $2,670-57.5% |
| Participant deferral / active EE | $5,547 | $3,659+51.6% | $4,878+13.7% | $4,125+34.5% |
| Admin fee / account holder | $7,521 | $5,216+44.2% | $6,730+11.8% | $5,651+33.1% |