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 | $220,236 | $109,413+101.3% | $156,263+40.9% | $84,808+159.7% |
| Participation rate | 92.3% | 72.7%+19.6pp | 78.9%+13.4pp | 68.3%+24.0pp |
| Annual return | 8.00% | 20.18%-12.2pp | 59.47%-51.5pp | 40.90%-32.9pp |
| Employer contribution / active EE | $2,181 | $2,907-25.0% | $4,333-49.7% | $2,631-17.1% |
| Participant deferral / active EE | $7,536 | $4,590+64.2% | $6,158+22.4% | $4,212+78.9% |
| Admin fee / account holder | $39,526 | $9,357+322.4% | $14,255+177.3% | $7,344+438.2% |