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 | $239,320 | $60,892+293.0% | $82,389+190.5% | $84,808+182.2% |
| Participation rate | 87.2% | 63.3%+23.9pp | 69.5%+17.6pp | 68.3%+18.9pp |
| Annual return | 8.92% | 37.29%-28.4pp | 28.67%-19.7pp | 40.90%-32.0pp |
| Employer contribution / active EE | $8,403 | $1,779+372.3% | $2,517+233.8% | $2,631+219.4% |
| Participant deferral / active EE | $8,403 | $3,179+164.4% | $4,155+102.3% | $4,212+99.5% |
| Admin fee / account holder | $5,071 | $5,467-7.3% | $7,231-29.9% | $7,344-31.0% |