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 | $248,008 | $80,717+207.3% | $154,803+60.2% | $84,808+192.4% |
| Participation rate | 96.8% | 66.8%+30.0pp | 78.1%+18.7pp | 68.3%+28.5pp |
| Annual return | 9.05% | 37.96%-28.9pp | 58.88%-49.8pp | 40.90%-31.8pp |
| Employer contribution / active EE | $3,106 | $2,761+12.5% | $4,305-27.9% | $2,631+18.0% |
| Participant deferral / active EE | $7,058 | $3,303+113.7% | $5,540+27.4% | $4,212+67.6% |
| Admin fee / account holder | $4,551 | $6,746-32.5% | $14,329-68.2% | $7,344-38.0% |