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 | $235,342 | $78,672+199.1% | $109,143+115.6% | $85,850+174.1% |
| Participation rate | 97.2% | 68.3%+28.9pp | 75.9%+21.3pp | 69.3%+27.9pp |
| Annual return | 9.76% | 25.09%-15.3pp | 25.75%-16.0pp | 318.53%-308.8pp |
| Employer contribution / active EE | $3,735 | $2,735+36.6% | $3,722+0.3% | $2,565+45.6% |
| Participant deferral / active EE | $4,620 | $3,467+33.2% | $4,653-0.7% | $3,952+16.9% |
| Admin fee / account holder | $2,732 | $5,469-50.1% | $6,752-59.5% | $6,260-56.4% |