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 | $201,801 | $54,762+268.5% | $90,281+123.5% | $72,985+176.5% |
| Participation rate | 95.1% | 65.1%+29.9pp | 73.3%+21.8pp | 69.5%+25.6pp |
| Annual return | 1.57% | 30.63%-29.1pp | 78.10%-76.5pp | 81.00%-79.4pp |
| Employer contribution / active EE | $5,328 | $2,092+154.6% | $2,854+86.7% | $2,440+118.4% |
| Participant deferral / active EE | $5,876 | $2,887+103.5% | $3,885+51.2% | $3,607+62.9% |
| Admin fee / account holder | $8,402 | $3,972+111.5% | $5,351+57.0% | $5,124+64.0% |