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 | $200,364 | $80,673+148.4% | $101,326+97.7% | $84,808+136.3% |
| Participation rate | 87.5% | 77.8%+9.7pp | 81.5%+6.0pp | 68.3%+19.2pp |
| Annual return | 11.73% | 38.95%-27.2pp | 36.82%-25.1pp | 40.90%-29.2pp |
| Employer contribution / active EE | $2,915 | $2,698+8.1% | $3,665-20.5% | $2,631+10.8% |
| Participant deferral / active EE | $8,136 | $6,840+18.9% | $7,994+1.8% | $4,212+93.2% |
| Admin fee / account holder | $30,714 | $12,784+140.2% | $11,185+174.6% | $7,344+318.2% |