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 9-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 | $168,013 | $80,968+107.5% | $96,544+74.0% | $75,163+123.5% |
| Participation rate | 88.0% | 71.8%+16.2pp | 76.0%+12.0pp | 67.2%+20.8pp |
| Annual return | 9.84% | 27.06%-17.2pp | 25.84%-16.0pp | 160.62%-150.8pp |
| Employer contribution / active EE | $1,411 | $2,282-38.1% | $2,965-52.4% | $2,670-47.1% |
| Participant deferral / active EE | $6,401 | $3,928+63.0% | $4,851+32.0% | $4,125+55.2% |
| Admin fee / account holder | $7,595 | $6,724+13.0% | $8,252-8.0% | $5,651+34.4% |