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 | $156,119 | $95,803+63.0% | $113,168+38.0% | $84,808+84.1% |
| Participation rate | 91.2% | 72.9%+18.3pp | 76.6%+14.6pp | 68.3%+22.9pp |
| Annual return | 11.76% | 25.00%-13.2pp | 24.27%-12.5pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,729 | $2,360-26.8% | $2,975-41.9% | $2,631-34.3% |
| Participant deferral / active EE | $4,482 | $4,242+5.7% | $5,107-12.2% | $4,212+6.4% |
| Admin fee / account holder | $53,525 | $8,989+495.5% | $12,068+343.5% | $7,344+628.9% |