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 | $227,949 | $89,355+155.1% | $141,162+61.5% | $72,985+212.3% |
| Participation rate | 88.4% | 75.1%+13.3pp | 82.5%+5.9pp | 69.5%+18.9pp |
| Annual return | 9.88% | 111.85%-102.0pp | 71.39%-61.5pp | 81.00%-71.1pp |
| Employer contribution / active EE | $10,782 | $3,114+246.2% | $4,735+127.7% | $2,440+341.9% |
| Participant deferral / active EE | $12,469 | $5,418+130.1% | $6,709+85.9% | $3,607+245.6% |
| Admin fee / account holder | $40,297 | $5,958+576.3% | $10,261+292.7% | $5,124+686.4% |