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 | $206,996 | $95,803+116.1% | $113,168+82.9% | $84,808+144.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 12.09% | 25.00%-12.9pp | 24.27%-12.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $2,570 | $2,360+8.9% | $2,975-13.6% | $2,631-2.3% |
| Participant deferral / active EE | $8,332 | $4,242+96.4% | $5,107+63.1% | $4,212+97.8% |
| Admin fee / account holder | $5,584 | $8,989-37.9% | $12,068-53.7% | $7,344-24.0% |