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 | $241,567 | $83,477+189.4% | $125,175+93.0% | $72,985+231.0% |
| Participation rate | 88.1% | 73.3%+14.8pp | 79.8%+8.3pp | 69.5%+18.6pp |
| Annual return | 13.45% | 25.78%-12.3pp | 43.79%-30.3pp | 81.00%-67.5pp |
| Employer contribution / active EE | $2,439 | $2,345+4.0% | $3,865-36.9% | $2,4400% |
| Participant deferral / active EE | $7,253 | $3,585+102.3% | $4,937+46.9% | $3,607+101.1% |
| Admin fee / account holder | $3,523 | $5,517-36.1% | $9,702-63.7% | $5,124-31.3% |