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 | $226,544 | $127,065+78.3% | $113,168+100.2% | $142,382+59.1% |
| Participation rate | 93.3% | 79.2%+14.1pp | 76.6%+16.8pp | 80.1%+13.2pp |
| Annual return | 8.25% | 24.03%-15.8pp | 24.27%-16.0pp | 217.08%-208.8pp |
| Employer contribution / active EE | $3,286 | $3,442-4.5% | $2,975+10.4% | $4,299-23.6% |
| Participant deferral / active EE | $10,050 | $5,716+75.8% | $5,107+96.8% | $6,507+54.4% |
| Admin fee / account holder | $1,826 | $15,736-88.4% | $12,068-84.9% | $12,624-85.5% |