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 | $191,291 | $77,634+146.4% | $156,549+22.2% | $62,891+204.2% |
| Participation rate | 94.6% | 71.2%+23.4pp | 84.0%+10.6pp | 69.3%+25.3pp |
| Annual return | 4.05% | 50.32%-46.3pp | 32.23%-28.2pp | 20.14%-16.1pp |
| Employer contribution / active EE | $8,834 | $3,444+156.5% | $5,501+60.6% | $2,281+287.3% |
| Participant deferral / active EE | $13,784 | $3,045+352.6% | $4,871+183.0% | $3,203+330.4% |
| Admin fee / account holder | $37,280 | $5,561+570.4% | $13,027+186.2% | $4,296+767.9% |