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 | $211,020 | $95,803+120.3% | $113,168+86.5% | $84,808+148.8% |
| Participation rate | 82.4% | 72.9%+9.5pp | 76.6%+5.8pp | 68.3%+14.0pp |
| Annual return | 11.12% | 25.00%-13.9pp | 24.27%-13.1pp | 40.90%-29.8pp |
| Employer contribution / active EE | $2,857 | $2,360+21.1% | $2,975-4.0% | $2,631+8.6% |
| Participant deferral / active EE | $5,370 | $4,242+26.6% | $5,107+5.2% | $4,212+27.5% |
| Admin fee / account holder | $54,322 | $8,989+504.3% | $12,068+350.1% | $7,344+639.7% |