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 | $217,309 | $68,719+216.2% | $91,541+137.4% | $84,808+156.2% |
| Participation rate | 83.3% | 64.5%+18.8pp | 69.8%+13.6pp | 68.3%+15.0pp |
| Annual return | 6.50% | 19.12%-12.6pp | 20.50%-14.0pp | 40.90%-34.4pp |
| Employer contribution / active EE | $2,802 | $1,920+46.0% | $2,505+11.9% | $2,631+6.5% |
| Participant deferral / active EE | $6,440 | $3,136+105.4% | $4,008+60.7% | $4,212+52.9% |
| Admin fee / account holder | $7,365 | $5,786+27.3% | $6,956+5.9% | $7,344+0.3% |