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 | $218,957 | $54,705+300.2% | $71,209+207.5% | $84,808+158.2% |
| Participation rate | 87.5% | 64.1%+23.4pp | 73.8%+13.7pp | 68.3%+19.2pp |
| Annual return | 9.99% | 35.90%-25.9pp | 282.51%-272.5pp | 40.90%-30.9pp |
| Employer contribution / active EE | $7,516 | $2,158+248.3% | $2,721+176.2% | $2,631+185.7% |
| Participant deferral / active EE | $7,765 | $3,030+156.2% | $4,175+86.0% | $4,212+84.4% |
| Admin fee / account holder | $1,624 | $4,863-66.6% | $5,349-69.6% | $7,344-77.9% |