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 | $232,728 | $148,978+56.2% | $200,582+16.0% | $84,808+174.4% |
| Participation rate | 97.4% | 84.2%+13.1pp | 86.9%+10.5pp | 68.3%+29.1pp |
| Annual return | 4.22% | 28.16%-23.9pp | 42.33%-38.1pp | 40.90%-36.7pp |
| Employer contribution / active EE | $3,870 | $4,815-19.6% | $6,419-39.7% | $2,631+47.1% |
| Participant deferral / active EE | $10,410 | $7,142+45.8% | $9,331+11.6% | $4,212+147.2% |
| Admin fee / account holder | $18,437 | $13,977+31.9% | $16,305+13.1% | $7,344+151.1% |