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 | $185,024 | $71,050+160.4% | $93,606+97.7% | $80,856+128.8% |
| Participation rate | 94.8% | 60.4%+34.4pp | 68.7%+26.1pp | 67.6%+27.2pp |
| Annual return | 9.53% | 11.26%-1.7pp | 133.20%-123.7pp | 35.59%-26.1pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,532 | $4,034-12.4% | $4,411-19.9% | $4,296-17.8% |
| Admin fee / account holder | $23,323 | $6,945+235.8% | $8,285+181.5% | $6,918+237.1% |