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 | $216,037 | $98,750+118.8% | $149,696+44.3% | $79,858+170.5% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.5%+2.1pp | 69.6%+15.0pp |
| Annual return | 9.17% | 27.43%-18.3pp | 276.60%-267.4pp | 31.71%-22.5pp |
| Employer contribution / active EE | $2,518 | $3,216-21.7% | $4,644-45.8% | $2,471+1.9% |
| Participant deferral / active EE | $6,439 | $5,680+13.4% | $6,842-5.9% | $3,740+72.2% |
| Admin fee / account holder | $3,032 | $6,053-49.9% | $9,309-67.4% | $5,306-42.9% |