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 | $191,876 | $95,803+100.3% | $113,168+69.5% | $84,808+126.2% |
| Participation rate | 88.6% | 72.9%+15.7pp | 76.6%+12.0pp | 68.3%+20.3pp |
| Annual return | 10.12% | 25.00%-14.9pp | 24.27%-14.1pp | 40.90%-30.8pp |
| Employer contribution / active EE | $2,740 | $2,360+16.1% | $2,975-7.9% | $2,631+4.1% |
| Participant deferral / active EE | $3,176 | $4,242-25.1% | $5,107-37.8% | $4,212-24.6% |
| Admin fee / account holder | $2,622 | $8,989-70.8% | $12,068-78.3% | $7,344-64.3% |