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 | $221,454 | $109,881+101.5% | $150,045+47.6% | $84,808+161.1% |
| Participation rate | 91.1% | 76.1%+15.0pp | 82.3%+8.8pp | 68.3%+22.8pp |
| Annual return | 11.28% | 28.25%-17.0pp | 62.55%-51.3pp | 40.90%-29.6pp |
| Employer contribution / active EE | $5,143 | $3,561+44.4% | $4,693+9.6% | $2,631+95.5% |
| Participant deferral / active EE | $10,497 | $6,636+58.2% | $7,997+31.3% | $4,212+149.2% |
| Admin fee / account holder | $21,268 | $8,568+148.2% | $13,435+58.3% | $7,344+189.6% |