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 | $219,890 | $78,422+180.4% | $95,952+129.2% | $79,858+175.4% |
| Participation rate | 94.2% | 73.5%+20.7pp | 77.1%+17.2pp | 69.6%+24.6pp |
| Annual return | 8.93% | 19.37%-10.4pp | 91.61%-82.7pp | 31.71%-22.8pp |
| Employer contribution / active EE | $8,103 | $1,945+316.6% | $2,541+218.9% | $2,471+227.9% |
| Participant deferral / active EE | $5,052 | $3,440+46.9% | $4,167+21.3% | $3,740+35.1% |
| Admin fee / account holder | $40,804 | $5,622+625.8% | $6,795+500.5% | $5,306+669.0% |