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 | $220,350 | $85,766+156.9% | $136,294+61.7% | $70,131+214.2% |
| Participation rate | 93.2% | 74.2%+19.0pp | 81.9%+11.3pp | 69.5%+23.6pp |
| Annual return | 13.60% | 31.45%-17.9pp | 5155.94%-5142.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $3,185 | $2,966+7.4% | $4,695-32.2% | $2,342+36.0% |
| Participant deferral / active EE | $9,571 | $5,051+89.5% | $6,247+53.2% | $3,332+187.3% |
| Admin fee / account holder | $1,177 | $5,420-78.3% | $9,243-87.3% | $4,645-74.7% |