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 | $212,977 | $109,413+94.7% | $156,263+36.3% | $84,808+151.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 5.95% | 20.18%-14.2pp | 59.47%-53.5pp | 40.90%-34.9pp |
| Employer contribution / active EE | $2,751 | $2,907-5.3% | $4,333-36.5% | $2,631+4.6% |
| Participant deferral / active EE | $3,246 | $4,590-29.3% | $6,158-47.3% | $4,212-22.9% |
| Admin fee / account holder | $1,294 | $9,357-86.2% | $14,255-90.9% | $7,344-82.4% |