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 | $216,484 | $81,460+165.8% | $103,333+109.5% | $80,856+167.7% |
| Participation rate | 93.5% | 66.8%+26.7pp | 74.5%+19.0pp | 67.6%+25.9pp |
| Annual return | 9.89% | 25.55%-15.7pp | 24.88%-15.0pp | 35.59%-25.7pp |
| Employer contribution / active EE | $14,402 | $3,105+363.8% | $3,868+272.3% | $2,755+422.8% |
| Participant deferral / active EE | $6,948 | $3,869+79.6% | $5,057+37.4% | $4,296+61.8% |
| Admin fee / account holder | $6,644 | $6,566+1.2% | $8,355-20.5% | $6,918-4.0% |