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 | $153,999 | $73,933+108.3% | $96,683+59.3% | $75,163+104.9% |
| Participation rate | 83.0% | 66.4%+16.6pp | 74.3%+8.7pp | 67.2%+15.8pp |
| Annual return | 1.81% | 26.70%-24.9pp | 35.69%-33.9pp | 160.62%-158.8pp |
| Employer contribution / active EE | $18,019 | $2,928+515.5% | $3,737+382.2% | $2,670+574.9% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $8,274 | $5,216+58.6% | $6,730+23.0% | $5,651+46.4% |