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 | $217,596 | $64,839+235.6% | $95,585+127.6% | $84,808+156.6% |
| Participation rate | 76.0% | 63.8%+12.2pp | 72.1%+3.9pp | 68.3%+7.7pp |
| Annual return | 9.39% | -670.96%+680.4pp | 38.56%-29.2pp | 40.90%-31.5pp |
| Employer contribution / active EE | $2,720 | $1,759+54.6% | $2,527+7.6% | $2,631+3.4% |
| Participant deferral / active EE | $7,844 | $2,965+164.6% | $4,023+95.0% | $4,212+86.2% |
| Admin fee / account holder | $7,518 | $5,964+26.0% | $6,127+22.7% | $7,344+2.4% |