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 | $238,430 | $109,413+117.9% | $156,263+52.6% | $84,808+181.1% |
| Participation rate | 90.6% | 72.7%+17.9pp | 78.9%+11.7pp | 68.3%+22.3pp |
| Annual return | 10.71% | 20.18%-9.5pp | 59.47%-48.8pp | 40.90%-30.2pp |
| Employer contribution / active EE | $934 | $2,907-67.9% | $4,333-78.4% | $2,631-64.5% |
| Participant deferral / active EE | $6,473 | $4,590+41.0% | $6,158+5.1% | $4,212+53.7% |
| Admin fee / account holder | $18,525 | $9,357+98.0% | $14,255+30.0% | $7,344+152.3% |