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 | $231,876 | $98,750+134.8% | $149,696+54.9% | $79,858+190.4% |
| Participation rate | 96.5% | 75.8%+20.7pp | 82.5%+14.0pp | 69.6%+26.9pp |
| Annual return | 11.03% | 27.43%-16.4pp | 276.60%-265.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $9,786 | $3,216+204.3% | $4,644+110.7% | $2,471+296.1% |
| Participant deferral / active EE | $8,552 | $5,680+50.6% | $6,842+25.0% | $3,740+128.7% |
| Admin fee / account holder | $3,749 | $6,053-38.1% | $9,309-59.7% | $5,306-29.4% |