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 | $196,182 | $98,750+98.7% | $149,696+31.1% | $79,858+145.7% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.5%+9.5pp | 69.6%+22.4pp |
| Annual return | 10.80% | 27.43%-16.6pp | 276.60%-265.8pp | 31.71%-20.9pp |
| Employer contribution / active EE | $2,544 | $3,216-20.9% | $4,644-45.2% | $2,471+3.0% |
| Participant deferral / active EE | $5,711 | $5,680+0.5% | $6,842-16.5% | $3,740+52.7% |
| Admin fee / account holder | $75,608 | $6,053+1149.2% | $9,309+712.2% | $5,306+1324.9% |