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 | $240,324 | $56,053+328.7% | $75,972+216.3% | $80,856+197.2% |
| Participation rate | 97.3% | 62.0%+35.3pp | 69.1%+28.2pp | 67.6%+29.7pp |
| Annual return | 9.60% | 20.53%-10.9pp | 359.55%-349.9pp | 35.59%-26.0pp |
| Employer contribution / active EE | $3,373 | $1,874+80.0% | $2,685+25.6% | $2,755+22.4% |
| Participant deferral / active EE | $6,012 | $3,052+97.0% | $4,255+41.3% | $4,296+39.9% |
| Admin fee / account holder | $13,115 | $5,234+150.6% | $6,467+102.8% | $6,918+89.6% |