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 | $145,008 | $80,717+79.6% | $154,803-6.3% | $84,808+71.0% |
| Participation rate | 94.1% | 66.8%+27.3pp | 78.1%+16.0pp | 68.3%+25.8pp |
| Annual return | 12.78% | 37.96%-25.2pp | 58.88%-46.1pp | 40.90%-28.1pp |
| Employer contribution / active EE | $6,894 | $2,761+149.7% | $4,305+60.1% | $2,631+162.0% |
| Participant deferral / active EE | $7,664 | $3,303+132.0% | $5,540+38.3% | $4,212+82.0% |
| Admin fee / account holder | $38,047 | $6,746+464.0% | $14,329+165.5% | $7,344+418.1% |