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 | $166,608 | $106,515+56.4% | $96,683+72.3% | $139,434+19.5% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 9.70% | 38.43%-28.7pp | 35.69%-26.0pp | 372.94%-363.2pp |
| Employer contribution / active EE | $3,398 | $4,103-17.2% | $3,737-9.1% | $4,751-28.5% |
| Participant deferral / active EE | $9,306 | $5,454+70.6% | $4,878+90.8% | $6,710+38.7% |
| Admin fee / account holder | $30,080 | $7,877+281.9% | $6,730+347.0% | $11,403+163.8% |