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 | $154,807 | $48,795+217.3% | $65,493+136.4% | $84,808+82.5% |
| Participation rate | 73.1% | 67.0%+6.1pp | 73.1%0pp | 68.3%+4.8pp |
| Annual return | 11.58% | 20.20%-8.6pp | 982.45%-970.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $3,127 | $1,930+62.1% | $2,574+21.5% | $2,631+18.9% |
| Participant deferral / active EE | $5,187 | $2,928+77.1% | $3,961+31.0% | $4,212+23.2% |
| Admin fee / account holder | $9,413 | $3,877+142.8% | $5,028+87.2% | $7,344+28.2% |