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 | $237,806 | $89,753+165.0% | $107,525+121.2% | $84,808+180.4% |
| Participation rate | 91.4% | 68.1%+23.4pp | 75.1%+16.4pp | 68.3%+23.1pp |
| Annual return | 9.70% | 29.48%-19.8pp | 181.32%-171.6pp | 40.90%-31.2pp |
| Employer contribution / active EE | $5,714 | $3,113+83.5% | $3,754+52.2% | $2,631+117.2% |
| Participant deferral / active EE | $10,491 | $4,056+158.6% | $5,116+105.1% | $4,212+149.1% |
| Admin fee / account holder | $39,620 | $7,222+448.6% | $8,919+344.2% | $7,344+439.5% |