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 | $230,443 | $109,881+109.7% | $150,045+53.6% | $84,808+171.7% |
| Participation rate | 90.0% | 76.1%+13.9pp | 82.3%+7.7pp | 68.3%+21.7pp |
| Annual return | 12.91% | 28.25%-15.3pp | 62.55%-49.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,680 | $3,561-52.8% | $4,693-64.2% | $2,631-36.1% |
| Participant deferral / active EE | $9,517 | $6,636+43.4% | $7,997+19.0% | $4,212+126.0% |
| Admin fee / account holder | $6,498 | $8,568-24.2% | $13,435-51.6% | $7,344-11.5% |