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 | $155,695 | $65,409+138.0% | $98,442+58.2% | $85,850+81.4% |
| Participation rate | 75.0% | 65.0%+10.0pp | 73.3%+1.7pp | 69.3%+5.7pp |
| Annual return | 11.25% | 21.76%-10.5pp | 1492.73%-1481.5pp | 318.53%-307.3pp |
| Employer contribution / active EE | $1,035 | $2,168-52.2% | $2,960-65.0% | $2,565-59.6% |
| Participant deferral / active EE | $4,915 | $3,166+55.2% | $4,276+14.9% | $3,952+24.4% |
| Admin fee / account holder | $4,755 | $4,593+3.5% | $5,949-20.1% | $6,260-24.0% |