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 | $210,785 | $148,978+41.5% | $200,582+5.1% | $84,808+148.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 11.70% | 28.16%-16.5pp | 42.33%-30.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $12,494 | $4,815+159.5% | $6,419+94.7% | $2,631+374.9% |
| Participant deferral / active EE | $8,028 | $7,142+12.4% | $9,331-14.0% | $4,212+90.6% |
| Admin fee / account holder | $38,643 | $13,977+176.5% | $16,305+137.0% | $7,344+426.2% |