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 | $154,860 | $80,717+91.9% | $154,8030% | $84,808+82.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 12.88% | 37.96%-25.1pp | 58.88%-46.0pp | 40.90%-28.0pp |
| Employer contribution / active EE | $3,049 | $2,761+10.4% | $4,305-29.2% | $2,631+15.9% |
| Participant deferral / active EE | $3,442 | $3,303+4.2% | $5,540-37.9% | $4,212-18.3% |
| Admin fee / account holder | $27,662 | $6,746+310.1% | $14,329+93.0% | $7,344+276.7% |