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 | $212,391 | $60,022+253.9% | $88,946+138.8% | $84,808+150.4% |
| Participation rate | 87.8% | 57.8%+30.0pp | 68.8%+19.0pp | 68.3%+19.5pp |
| Annual return | 13.10% | 22.43%-9.3pp | 57.82%-44.7pp | 40.90%-27.8pp |
| Employer contribution / active EE | $5,513 | $1,703+223.7% | $2,555+115.8% | $2,631+109.5% |
| Participant deferral / active EE | $6,884 | $3,114+121.1% | $4,581+50.3% | $4,212+63.5% |
| Admin fee / account holder | $29,260 | $4,811+508.2% | $8,261+254.2% | $7,344+298.4% |