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 | $141,179 | $78,672+79.5% | $109,143+29.4% | $85,850+64.4% |
| Participation rate | 76.0% | 68.3%+7.7pp | 75.9%+0.1pp | 69.3%+6.7pp |
| Annual return | 10.10% | 25.09%-15.0pp | 25.75%-15.7pp | 318.53%-308.4pp |
| Employer contribution / active EE | $3,076 | $2,735+12.5% | $3,722-17.4% | $2,565+19.9% |
| Participant deferral / active EE | $7,564 | $3,467+118.2% | $4,653+62.6% | $3,952+91.4% |
| Admin fee / account holder | $338 | $5,469-93.8% | $6,752-95.0% | $6,260-94.6% |