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 | $245,933 | $76,552+221.3% | $123,892+98.5% | $62,891+291.0% |
| Participation rate | 92.6% | 73.0%+19.6pp | 81.4%+11.2pp | 69.3%+23.3pp |
| Annual return | 5.34% | 18.68%-13.3pp | 47.52%-42.2pp | 20.14%-14.8pp |
| Employer contribution / active EE | $5,355 | $2,883+85.8% | $4,617+16.0% | $2,281+134.8% |
| Participant deferral / active EE | $4,821 | $4,840-0.4% | $5,984-19.4% | $3,203+50.5% |
| Admin fee / account holder | $14,173 | $4,826+193.7% | $8,357+69.6% | $4,296+229.9% |