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 | $218,320 | $109,413+99.5% | $156,263+39.7% | $84,808+157.4% |
| Participation rate | 94.4% | 72.7%+21.8pp | 78.9%+15.5pp | 68.3%+26.1pp |
| Annual return | 10.66% | 20.18%-9.5pp | 59.47%-48.8pp | 40.90%-30.2pp |
| Employer contribution / active EE | $10,348 | $2,907+256.0% | $4,333+138.8% | $2,631+293.3% |
| Participant deferral / active EE | $10,638 | $4,590+131.8% | $6,158+72.7% | $4,212+152.6% |
| Admin fee / account holder | $49,256 | $9,357+426.4% | $14,255+245.5% | $7,344+570.7% |