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 | $196,569 | $74,927+162.3% | $101,794+93.1% | $84,808+131.8% |
| Participation rate | 76.4% | 61.4%+15.0pp | 69.2%+7.2pp | 68.3%+8.1pp |
| Annual return | 12.10% | 18.70%-6.6pp | 30.53%-18.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $10,984 | $1,522+621.8% | $2,289+379.9% | $2,631+317.5% |
| Participant deferral / active EE | $0 | $3,099-100.0% | $4,084-100.0% | $4,212-100.0% |
| Admin fee / account holder | $8,231 | $6,514+26.4% | $8,777-6.2% | $7,344+12.1% |