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 | $145,447 | $81,248+79.0% | $155,509-6.5% | $80,856+79.9% |
| Participation rate | 98.9% | 66.2%+32.7pp | 78.2%+20.7pp | 67.6%+31.3pp |
| Annual return | 9.39% | 33.31%-23.9pp | 64.67%-55.3pp | 35.59%-26.2pp |
| Employer contribution / active EE | $3,871 | $3,100+24.9% | $4,672-17.2% | $2,755+40.5% |
| Participant deferral / active EE | $3,997 | $3,452+15.8% | $5,626-29.0% | $4,296-7.0% |
| Admin fee / account holder | $40,101 | $7,997+401.4% | $15,912+152.0% | $6,918+479.7% |