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 | $200,197 | $72,277+177.0% | $101,248+97.7% | $79,858+150.7% |
| Participation rate | 96.6% | 68.5%+28.1pp | 75.8%+20.7pp | 69.6%+26.9pp |
| Annual return | 5.65% | 22.30%-16.6pp | 46.47%-40.8pp | 31.71%-26.1pp |
| Employer contribution / active EE | $6,716 | $2,692+149.5% | $3,660+83.5% | $2,471+171.8% |
| Participant deferral / active EE | $2,129 | $3,282-35.1% | $4,370-51.3% | $3,740-43.1% |
| Admin fee / account holder | $1,401 | $4,400-68.2% | $5,945-76.4% | $5,306-73.6% |