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 | $218,918 | $63,861+242.8% | $104,607+109.3% | $79,858+174.1% |
| Participation rate | 73.3% | 64.9%+8.4pp | 74.1%-0.7pp | 69.6%+3.7pp |
| Annual return | 9.18% | 21.30%-12.1pp | 340.46%-331.3pp | 31.71%-22.5pp |
| Employer contribution / active EE | $2,965 | $1,588+86.7% | $2,681+10.6% | $2,471+20.0% |
| Participant deferral / active EE | $8,618 | $2,693+220.0% | $3,740+130.5% | $3,740+130.4% |
| Admin fee / account holder | $1,476 | $4,185-64.7% | $6,473-77.2% | $5,306-72.2% |