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 | $237,290 | $109,881+116.0% | $150,045+58.1% | $84,808+179.8% |
| Participation rate | 93.5% | 76.1%+17.5pp | 82.3%+11.2pp | 68.3%+25.2pp |
| Annual return | 12.29% | 28.25%-16.0pp | 62.55%-50.3pp | 40.90%-28.6pp |
| Employer contribution / active EE | $4,950 | $3,561+39.0% | $4,693+5.5% | $2,631+88.1% |
| Participant deferral / active EE | $8,714 | $6,636+31.3% | $7,997+9.0% | $4,212+106.9% |
| Admin fee / account holder | $11,045 | $8,568+28.9% | $13,435-17.8% | $7,344+50.4% |