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 | $230,750 | $89,753+157.1% | $107,525+114.6% | $84,808+172.1% |
| Participation rate | 97.8% | 68.1%+29.7pp | 75.1%+22.7pp | 68.3%+29.5pp |
| Annual return | 12.00% | 29.48%-17.5pp | 181.32%-169.3pp | 40.90%-28.9pp |
| Employer contribution / active EE | $2,213 | $3,113-28.9% | $3,754-41.0% | $2,631-15.9% |
| Participant deferral / active EE | $8,230 | $4,056+102.9% | $5,116+60.9% | $4,212+95.4% |
| Admin fee / account holder | $6,416 | $7,222-11.2% | $8,919-28.1% | $7,344-12.6% |