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 | $169,800 | $95,803+77.2% | $113,168+50.0% | $84,808+100.2% |
| Participation rate | 90.6% | 72.9%+17.8pp | 76.6%+14.1pp | 68.3%+22.3pp |
| Annual return | 10.21% | 25.00%-14.8pp | 24.27%-14.1pp | 40.90%-30.7pp |
| Employer contribution / active EE | $2,260 | $2,360-4.2% | $2,975-24.0% | $2,631-14.1% |
| Participant deferral / active EE | $7,356 | $4,242+73.4% | $5,107+44.0% | $4,212+74.7% |
| Admin fee / account holder | $1,254 | $8,989-86.0% | $12,068-89.6% | $7,344-82.9% |