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 | $234,026 | $95,266+145.7% | $82,389+184.1% | $142,382+64.4% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.5%+21.4pp | 80.1%+10.8pp |
| Annual return | 9.30% | 25.74%-16.4pp | 28.67%-19.4pp | 217.08%-207.8pp |
| Employer contribution / active EE | $9,861 | $2,991+229.7% | $2,517+291.8% | $4,299+129.4% |
| Participant deferral / active EE | $21,155 | $4,809+339.9% | $4,155+409.2% | $6,507+225.1% |
| Admin fee / account holder | $251,105 | $8,563+2832.3% | $7,231+3372.8% | $12,624+1889.2% |