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 | $220,093 | $138,347+59.1% | $184,203+19.5% | $80,856+172.2% |
| Participation rate | 93.0% | 83.9%+9.2pp | 86.8%+6.2pp | 67.6%+25.4pp |
| Annual return | 8.77% | 20.02%-11.2pp | 28.81%-20.0pp | 35.59%-26.8pp |
| Employer contribution / active EE | $6,481 | $4,850+33.6% | $6,427+0.8% | $2,755+135.3% |
| Participant deferral / active EE | $8,844 | $7,071+25.1% | $9,131-3.1% | $4,296+105.9% |
| Admin fee / account holder | $59,383 | $10,483+466.4% | $13,901+327.2% | $6,918+758.4% |