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 | $208,829 | $81,248+157.0% | $155,509+34.3% | $80,856+158.3% |
| Participation rate | 85.3% | 66.2%+19.1pp | 78.2%+7.1pp | 67.6%+17.7pp |
| Annual return | 9.79% | 33.31%-23.5pp | 64.67%-54.9pp | 35.59%-25.8pp |
| Employer contribution / active EE | $2,363 | $3,100-23.8% | $4,672-49.4% | $2,755-14.2% |
| Participant deferral / active EE | $6,102 | $3,452+76.8% | $5,626+8.4% | $4,296+42.0% |
| Admin fee / account holder | $1,412 | $7,997-82.3% | $15,912-91.1% | $6,918-79.6% |