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 | $220,289 | $81,248+171.1% | $155,509+41.7% | $80,856+172.4% |
| Participation rate | 75.5% | 66.2%+9.3pp | 78.2%-2.7pp | 67.6%+7.9pp |
| Annual return | 8.67% | 33.31%-24.6pp | 64.67%-56.0pp | 35.59%-26.9pp |
| Employer contribution / active EE | $2,520 | $3,100-18.7% | $4,672-46.1% | $2,755-8.5% |
| Participant deferral / active EE | $4,437 | $3,452+28.5% | $5,626-21.1% | $4,296+3.3% |
| Admin fee / account holder | $30,161 | $7,997+277.1% | $15,912+89.5% | $6,918+336.0% |