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 | $238,712 | $109,881+117.2% | $150,045+59.1% | $84,808+181.5% |
| Participation rate | 92.6% | 76.1%+16.5pp | 82.3%+10.3pp | 68.3%+24.3pp |
| Annual return | 13.67% | 28.25%-14.6pp | 62.55%-48.9pp | 40.90%-27.2pp |
| Employer contribution / active EE | $3,664 | $3,561+2.9% | $4,693-21.9% | $2,631+39.3% |
| Participant deferral / active EE | $8,066 | $6,636+21.6% | $7,997+0.9% | $4,212+91.5% |
| Admin fee / account holder | $3,626 | $8,568-57.7% | $13,435-73.0% | $7,344-50.6% |