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 | $226,090 | $95,266+137.3% | $82,389+174.4% | $142,382+58.8% |
| Participation rate | 84.6% | 74.5%+10.1pp | 69.5%+15.1pp | 80.1%+4.5pp |
| Annual return | 6.02% | 25.74%-19.7pp | 28.67%-22.6pp | 217.08%-211.1pp |
| Employer contribution / active EE | $15,479 | $2,991+417.5% | $2,517+515.0% | $4,299+260.0% |
| Participant deferral / active EE | $10,776 | $4,809+124.1% | $4,155+159.4% | $6,507+65.6% |
| Admin fee / account holder | $27,093 | $8,563+216.4% | $7,231+274.7% | $12,624+114.6% |