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 | $239,109 | $73,933+223.4% | $96,683+147.3% | $75,163+218.1% |
| Participation rate | 96.4% | 66.4%+30.0pp | 74.3%+22.1pp | 67.2%+29.2pp |
| Annual return | 10.44% | 26.70%-16.3pp | 35.69%-25.3pp | 160.62%-150.2pp |
| Employer contribution / active EE | $5,729 | $2,928+95.7% | $3,737+53.3% | $2,670+114.6% |
| Participant deferral / active EE | $9,064 | $3,659+147.7% | $4,878+85.8% | $4,125+119.7% |
| Admin fee / account holder | $12,385 | $5,216+137.4% | $6,730+84.0% | $5,651+119.2% |