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 | $244,079 | $77,899+213.3% | $149,673+63.1% | $75,163+224.7% |
| Participation rate | 71.4% | 65.6%+5.8pp | 78.8%-7.3pp | 67.2%+4.2pp |
| Annual return | 13.20% | 31.72%-18.5pp | 134.42%-121.2pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,832 | $3,137-41.6% | $4,818-62.0% | $2,670-31.4% |
| Participant deferral / active EE | $6,452 | $3,411+89.2% | $5,680+13.6% | $4,125+56.4% |
| Admin fee / account holder | $29,001 | $5,956+386.9% | $13,210+119.5% | $5,651+413.2% |