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 | $146,557 | $54,705+167.9% | $71,209+105.8% | $84,808+72.8% |
| Participation rate | 75.0% | 64.1%+10.9pp | 73.8%+1.2pp | 68.3%+6.7pp |
| Annual return | 6.59% | 35.90%-29.3pp | 282.51%-275.9pp | 40.90%-34.3pp |
| Employer contribution / active EE | $2,764 | $2,158+28.1% | $2,721+1.6% | $2,631+5.0% |
| Participant deferral / active EE | $8,007 | $3,030+164.2% | $4,175+91.8% | $4,212+90.1% |
| Admin fee / account holder | $19,903 | $4,863+309.2% | $5,349+272.1% | $7,344+171.0% |