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 | $197,402 | $89,753+119.9% | $107,525+83.6% | $84,808+132.8% |
| Participation rate | 71.8% | 68.1%+3.7pp | 75.1%-3.3pp | 68.3%+3.5pp |
| Annual return | 9.60% | 29.48%-19.9pp | 181.32%-171.7pp | 40.90%-31.3pp |
| Employer contribution / active EE | $3,342 | $3,113+7.3% | $3,754-11.0% | $2,631+27.0% |
| Participant deferral / active EE | $8,087 | $4,056+99.4% | $5,116+58.1% | $4,212+92.0% |
| Admin fee / account holder | $6,531 | $7,222-9.6% | $8,919-26.8% | $7,344-11.1% |