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 | $239,476 | $74,927+219.6% | $101,794+135.3% | $84,808+182.4% |
| Participation rate | 70.0% | 61.4%+8.6pp | 69.2%+0.8pp | 68.3%+1.7pp |
| Annual return | 8.05% | 18.70%-10.7pp | 30.53%-22.5pp | 40.90%-32.8pp |
| Employer contribution / active EE | $1,314 | $1,522-13.6% | $2,289-42.6% | $2,631-50.1% |
| Participant deferral / active EE | $6,202 | $3,099+100.1% | $4,084+51.9% | $4,212+47.3% |
| Admin fee / account holder | $69,135 | $6,514+961.4% | $8,777+687.7% | $7,344+841.4% |