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 | $140,909 | $95,416+47.7% | $185,823-24.2% | $85,850+64.1% |
| Participation rate | 87.7% | 68.8%+18.9pp | 81.7%+6.0pp | 69.3%+18.3pp |
| Annual return | 8.54% | 23.59%-15.0pp | 122.05%-113.5pp | 318.53%-310.0pp |
| Employer contribution / active EE | $2,994 | $3,314-9.6% | $5,167-42.1% | $2,565+16.7% |
| Participant deferral / active EE | $5,800 | $3,423+69.4% | $5,568+4.2% | $3,952+46.8% |
| Admin fee / account holder | $3,876 | $7,213-46.3% | $16,237-76.1% | $6,260-38.1% |