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 | $227,487 | $109,881+107.0% | $150,045+51.6% | $84,808+168.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 9.52% | 28.25%-18.7pp | 62.55%-53.0pp | 40.90%-31.4pp |
| Employer contribution / active EE | $5,468 | $3,561+53.5% | $4,693+16.5% | $2,631+107.8% |
| Participant deferral / active EE | $9,880 | $6,636+48.9% | $7,997+23.5% | $4,212+134.6% |
| Admin fee / account holder | $16,491 | $8,568+92.5% | $13,435+22.7% | $7,344+124.6% |