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 | $216,924 | $72,277+200.1% | $101,248+114.2% | $79,858+171.6% |
| Participation rate | 97.4% | 68.5%+28.9pp | 75.8%+21.6pp | 69.6%+27.7pp |
| Annual return | 6.40% | 22.30%-15.9pp | 46.47%-40.1pp | 31.71%-25.3pp |
| Employer contribution / active EE | $3,151 | $2,692+17.1% | $3,660-13.9% | $2,471+27.5% |
| Participant deferral / active EE | $3,769 | $3,282+14.9% | $4,370-13.7% | $3,740+0.8% |
| Admin fee / account holder | $6,567 | $4,400+49.2% | $5,945+10.4% | $5,306+23.8% |