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 | $225,297 | $68,719+227.9% | $91,541+146.1% | $84,808+165.7% |
| Participation rate | 93.1% | 64.5%+28.6pp | 69.8%+23.3pp | 68.3%+24.8pp |
| Annual return | 9.70% | 19.12%-9.4pp | 20.50%-10.8pp | 40.90%-31.2pp |
| Employer contribution / active EE | $1,775 | $1,920-7.5% | $2,505-29.1% | $2,631-32.5% |
| Participant deferral / active EE | $5,564 | $3,136+77.5% | $4,008+38.8% | $4,212+32.1% |
| Admin fee / account holder | $21,341 | $5,786+268.8% | $6,956+206.8% | $7,344+190.6% |