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 | $244,978 | $72,492+237.9% | $87,100+181.3% | $72,985+235.7% |
| Participation rate | 84.6% | 72.8%+11.8pp | 76.9%+7.7pp | 69.5%+15.1pp |
| Annual return | 11.36% | 24.46%-13.1pp | 28.19%-16.8pp | 81.00%-69.6pp |
| Employer contribution / active EE | $633 | $1,894-66.6% | $2,521-74.9% | $2,440-74.1% |
| Participant deferral / active EE | $4,322 | $3,270+32.2% | $4,049+6.8% | $3,607+19.8% |
| Admin fee / account holder | $10,182 | $5,055+101.4% | $7,497+35.8% | $5,124+98.7% |