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 | $221,304 | $89,753+146.6% | $107,525+105.8% | $84,808+160.9% |
| Participation rate | 76.6% | 68.1%+8.5pp | 75.1%+1.5pp | 68.3%+8.3pp |
| Annual return | 12.45% | 29.48%-17.0pp | 181.32%-168.9pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,033 | $3,113-66.8% | $3,754-72.5% | $2,631-60.7% |
| Participant deferral / active EE | $9,193 | $4,056+126.6% | $5,116+79.7% | $4,212+118.3% |
| Admin fee / account holder | $10,171 | $7,222+40.8% | $8,919+14.0% | $7,344+38.5% |