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 | $206,214 | $80,673+155.6% | $101,326+103.5% | $84,808+143.2% |
| Participation rate | 70.6% | 77.8%-7.2pp | 81.5%-10.9pp | 68.3%+2.3pp |
| Annual return | 7.85% | 38.95%-31.1pp | 36.82%-29.0pp | 40.90%-33.0pp |
| Employer contribution / active EE | $2,640 | $2,698-2.2% | $3,665-28.0% | $2,631+0.3% |
| Participant deferral / active EE | $5,337 | $6,840-22.0% | $7,994-33.2% | $4,212+26.7% |
| Admin fee / account holder | $6,839 | $12,784-46.5% | $11,185-38.9% | $7,344-6.9% |