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 | $209,763 | $80,673+160.0% | $101,326+107.0% | $84,808+147.3% |
| Participation rate | 95.1% | 77.8%+17.3pp | 81.5%+13.6pp | 68.3%+26.8pp |
| Annual return | 13.49% | 38.95%-25.5pp | 36.82%-23.3pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,216 | $2,698-17.9% | $3,665-39.5% | $2,631-15.8% |
| Participant deferral / active EE | $11,668 | $6,840+70.6% | $7,994+46.0% | $4,212+177.0% |
| Admin fee / account holder | $86,341 | $12,784+575.4% | $11,185+671.9% | $7,344+1075.7% |