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 3-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 | $208,220 | $100,326+107.5% | $180,183+15.6% | $84,808+145.5% |
| Participation rate | 92.2% | 71.0%+21.2pp | 77.4%+14.7pp | 68.3%+23.8pp |
| Annual return | 11.37% | 17.86%-6.5pp | 27.86%-16.5pp | 40.90%-29.5pp |
| Employer contribution / active EE | $2,061 | $3,269-36.9% | $5,039-59.1% | $2,631-21.7% |
| Participant deferral / active EE | $2,970 | $5,066-41.4% | $6,822-56.5% | $4,212-29.5% |
| Admin fee / account holder | $10,157 | $9,674+5.0% | $19,975-49.2% | $7,344+38.3% |