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 | $191,752 | $86,929+120.6% | $102,423+87.2% | $80,856+137.2% |
| Participation rate | 94.7% | 72.4%+22.4pp | 76.5%+18.2pp | 67.6%+27.1pp |
| Annual return | 9.75% | 18.88%-9.1pp | 29.32%-19.6pp | 35.59%-25.8pp |
| Employer contribution / active EE | $5,605 | $2,369+136.6% | $3,023+85.4% | $2,755+103.5% |
| Participant deferral / active EE | $6,383 | $4,118+55.0% | $5,053+26.3% | $4,296+48.6% |
| Admin fee / account holder | $8,168 | $8,049+1.5% | $9,451-13.6% | $6,918+18.1% |