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 | $214,382 | $94,625+126.6% | $116,228+84.5% | $84,808+152.8% |
| Participation rate | 88.9% | 70.4%+18.4pp | 74.6%+14.3pp | 68.3%+20.6pp |
| Annual return | 11.82% | 20.40%-8.6pp | 90.06%-78.2pp | 40.90%-29.1pp |
| Employer contribution / active EE | $2,874 | $2,347+22.5% | $2,994-4.0% | $2,631+9.3% |
| Participant deferral / active EE | $10,796 | $3,972+171.8% | $4,953+118.0% | $4,212+156.4% |
| Admin fee / account holder | $10,230 | $10,091+1.4% | $11,989-14.7% | $7,344+39.3% |