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 | $189,129 | $80,717+134.3% | $154,803+22.2% | $84,808+123.0% |
| Participation rate | 85.7% | 66.8%+18.9pp | 78.1%+7.6pp | 68.3%+17.4pp |
| Annual return | 9.59% | 37.96%-28.4pp | 58.88%-49.3pp | 40.90%-31.3pp |
| Employer contribution / active EE | $7,199 | $2,761+160.7% | $4,305+67.2% | $2,631+173.6% |
| Participant deferral / active EE | $4,952 | $3,303+49.9% | $5,540-10.6% | $4,212+17.6% |
| Admin fee / account holder | $112,451 | $6,746+1567.0% | $14,329+684.8% | $7,344+1431.2% |