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 | $234,877 | $148,978+57.7% | $200,582+17.1% | $84,808+177.0% |
| Participation rate | 96.6% | 84.2%+12.3pp | 86.9%+9.7pp | 68.3%+28.2pp |
| Annual return | 12.77% | 28.16%-15.4pp | 42.33%-29.6pp | 40.90%-28.1pp |
| Employer contribution / active EE | $6,887 | $4,815+43.0% | $6,419+7.3% | $2,631+161.7% |
| Participant deferral / active EE | $7,003 | $7,142-1.9% | $9,331-24.9% | $4,212+66.3% |
| Admin fee / account holder | $15,725 | $13,977+12.5% | $16,305-3.6% | $7,344+114.1% |