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 | $186,350 | $73,933+152.1% | $96,683+92.7% | $75,163+147.9% |
| Participation rate | 96.7% | 66.4%+30.2pp | 74.3%+22.3pp | 67.2%+29.5pp |
| Annual return | 12.53% | 26.70%-14.2pp | 35.69%-23.2pp | 160.62%-148.1pp |
| Employer contribution / active EE | $10,296 | $2,928+251.7% | $3,737+175.5% | $2,670+285.7% |
| Participant deferral / active EE | $6,497 | $3,659+77.6% | $4,878+33.2% | $4,125+57.5% |
| Admin fee / account holder | $841 | $5,216-83.9% | $6,730-87.5% | $5,651-85.1% |