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 | $156,186 | $89,355+74.8% | $141,162+10.6% | $72,985+114.0% |
| Participation rate | 96.5% | 75.1%+21.4pp | 82.5%+14.0pp | 69.5%+27.0pp |
| Annual return | 15.91% | 111.85%-95.9pp | 71.39%-55.5pp | 81.00%-65.1pp |
| Employer contribution / active EE | $5,807 | $3,114+86.5% | $4,735+22.6% | $2,440+138.0% |
| Participant deferral / active EE | $4,160 | $5,418-23.2% | $6,709-38.0% | $3,607+15.3% |
| Admin fee / account holder | $6,469 | $5,958+8.6% | $10,261-37.0% | $5,124+26.2% |