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 | $212,521 | $91,407+132.5% | $135,903+56.4% | $71,457+197.4% |
| Participation rate | 92.2% | 75.7%+16.5pp | 81.9%+10.2pp | 67.9%+24.2pp |
| Annual return | 13.65% | 29.90%-16.2pp | 68.23%-54.6pp | 28.85%-15.2pp |
| Employer contribution / active EE | $5,164 | $3,703+39.4% | $4,856+6.3% | $2,588+99.6% |
| Participant deferral / active EE | $9,327 | $7,092+31.5% | $7,758+20.2% | $4,289+117.5% |
| Admin fee / account holder | $9,835 | $1,266+677.0% | $10,762-8.6% | $1,587+519.6% |