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 | $234,585 | $78,705+198.1% | $117,854+99.0% | $70,131+234.5% |
| Participation rate | 85.7% | 73.2%+12.5pp | 79.7%+6.1pp | 69.5%+16.2pp |
| Annual return | 10.48% | 23.30%-12.8pp | 335.08%-324.6pp | 73.14%-62.7pp |
| Employer contribution / active EE | $2,316 | $2,223+4.2% | $3,786-38.8% | $2,342-1.1% |
| Participant deferral / active EE | $6,482 | $3,297+96.6% | $4,482+44.6% | $3,332+94.5% |
| Admin fee / account holder | $1,545 | $5,065-69.5% | $8,020-80.7% | $4,645-66.7% |