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 | $248,689 | $80,968+207.1% | $96,544+157.6% | $75,163+230.9% |
| Participation rate | 85.2% | 71.8%+13.4pp | 76.0%+9.2pp | 67.2%+18.0pp |
| Annual return | 4.74% | 27.06%-22.3pp | 25.84%-21.1pp | 160.62%-155.9pp |
| Employer contribution / active EE | $7,786 | $2,282+241.2% | $2,965+162.6% | $2,670+191.6% |
| Participant deferral / active EE | $8,938 | $3,928+127.6% | $4,851+84.3% | $4,125+116.7% |
| Admin fee / account holder | $10,320 | $6,724+53.5% | $8,252+25.1% | $5,651+82.6% |