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 | $226,266 | $123,793+82.8% | $177,821+27.2% | $79,858+183.3% |
| Participation rate | 82.8% | 84.7%-1.9pp | 87.7%-5.0pp | 69.6%+13.1pp |
| Annual return | 9.75% | 22.82%-13.1pp | 48.32%-38.6pp | 31.71%-22.0pp |
| Employer contribution / active EE | $1,542 | $4,095-62.3% | $5,918-73.9% | $2,471-37.6% |
| Participant deferral / active EE | $6,168 | $5,956+3.6% | $7,714-20.0% | $3,740+64.9% |
| Admin fee / account holder | $52,638 | $7,243+626.8% | $12,427+323.6% | $5,306+892.0% |