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 9-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 | $230,066 | $89,753+156.3% | $107,525+114.0% | $84,808+171.3% |
| Participation rate | 90.9% | 68.1%+22.8pp | 75.1%+15.8pp | 68.3%+22.6pp |
| Annual return | 12.09% | 29.48%-17.4pp | 181.32%-169.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $3,858 | $3,113+23.9% | $3,754+2.8% | $2,631+46.6% |
| Participant deferral / active EE | $5,149 | $4,056+27.0% | $5,116+0.7% | $4,212+22.3% |
| Admin fee / account holder | $19,646 | $7,222+172.0% | $8,919+120.3% | $7,344+167.5% |