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 6-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 | $245,396 | $58,851+317.0% | $115,157+113.1% | $72,985+236.2% |
| Participation rate | 97.4% | 65.5%+31.8pp | 75.9%+21.5pp | 69.5%+27.9pp |
| Annual return | 3.97% | 23.16%-19.2pp | 35.60%-31.6pp | 81.00%-77.0pp |
| Employer contribution / active EE | $1,364 | $1,798-24.1% | $3,179-57.1% | $2,440-44.1% |
| Participant deferral / active EE | $1,127 | $2,643-57.3% | $4,168-73.0% | $3,607-68.7% |
| Admin fee / account holder | $5,687 | $6,370-10.7% | $7,088-19.8% | $5,124+11.0% |