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 | $236,541 | $57,828+309.0% | $117,039+102.1% | $70,131+237.3% |
| Participation rate | 72.2% | 67.1%+5.1pp | 77.2%-5.0pp | 69.5%+2.7pp |
| Annual return | 9.35% | 17.55%-8.2pp | 18.95%-9.6pp | 73.14%-63.8pp |
| Employer contribution / active EE | $1,767 | $1,816-2.7% | $3,785-53.3% | $2,342-24.5% |
| Participant deferral / active EE | $4,186 | $2,438+71.7% | $3,929+6.5% | $3,332+25.6% |
| Admin fee / account holder | $12,126 | $3,548+241.8% | $5,974+103.0% | $4,645+161.0% |