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 | $235,001 | $80,673+191.3% | $101,326+131.9% | $84,808+177.1% |
| Participation rate | 91.2% | 77.8%+13.4pp | 81.5%+9.7pp | 68.3%+22.9pp |
| Annual return | 13.14% | 38.95%-25.8pp | 36.82%-23.7pp | 40.90%-27.8pp |
| Employer contribution / active EE | $5,533 | $2,698+105.1% | $3,665+51.0% | $2,631+110.3% |
| Participant deferral / active EE | $9,749 | $6,840+42.5% | $7,994+22.0% | $4,212+131.5% |
| Admin fee / account holder | $8,955 | $12,784-30.0% | $11,185-19.9% | $7,344+21.9% |