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 | $194,021 | $93,571+107.4% | $135,903+42.8% | $75,163+158.1% |
| Participation rate | 90.1% | 75.2%+15.0pp | 81.9%+8.2pp | 67.2%+22.9pp |
| Annual return | 14.72% | 30.90%-16.2pp | 68.23%-53.5pp | 160.62%-145.9pp |
| Employer contribution / active EE | $7,260 | $3,537+105.3% | $4,856+49.5% | $2,670+171.9% |
| Participant deferral / active EE | $8,966 | $6,404+40.0% | $7,758+15.6% | $4,125+117.4% |
| Admin fee / account holder | $30,067 | $6,975+331.0% | $10,762+179.4% | $5,651+432.1% |