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 | $224,180 | $81,460+175.2% | $103,333+116.9% | $80,856+177.3% |
| Participation rate | 75.9% | 66.8%+9.0pp | 74.5%+1.4pp | 67.6%+8.2pp |
| Annual return | 9.45% | 25.55%-16.1pp | 24.88%-15.4pp | 35.59%-26.1pp |
| Employer contribution / active EE | $2,720 | $3,105-12.4% | $3,868-29.7% | $2,755-1.3% |
| Participant deferral / active EE | $4,583 | $3,869+18.5% | $5,057-9.4% | $4,296+6.7% |
| Admin fee / account holder | $11,104 | $6,566+69.1% | $8,355+32.9% | $6,918+60.5% |