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 | $152,177 | $87,733+73.5% | $106,548+42.8% | $85,850+77.3% |
| Participation rate | 79.7% | 71.9%+7.8pp | 76.1%+3.6pp | 69.3%+10.4pp |
| Annual return | 11.07% | 21.86%-10.8pp | 26.80%-15.7pp | 318.53%-307.5pp |
| Employer contribution / active EE | $3,987 | $2,073+92.3% | $2,819+41.4% | $2,565+55.4% |
| Participant deferral / active EE | $12,476 | $3,469+259.6% | $4,398+183.7% | $3,952+215.7% |
| Admin fee / account holder | $41,855 | $6,767+518.5% | $7,407+465.1% | $6,260+568.6% |