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 | $239,507 | $89,753+166.9% | $107,525+122.7% | $84,808+182.4% |
| Participation rate | 70.0% | 68.1%+1.9pp | 75.1%-5.1pp | 68.3%+1.7pp |
| Annual return | 10.48% | 29.48%-19.0pp | 181.32%-170.8pp | 40.90%-30.4pp |
| Employer contribution / active EE | $3,525 | $3,113+13.2% | $3,754-6.1% | $2,631+34.0% |
| Participant deferral / active EE | $5,200 | $4,056+28.2% | $5,116+1.6% | $4,212+23.5% |
| Admin fee / account holder | $18,384 | $7,222+154.5% | $8,919+106.1% | $7,344+150.3% |