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 | $224,244 | $78,705+184.9% | $117,854+90.3% | $70,131+219.8% |
| Participation rate | 97.6% | 73.2%+24.4pp | 79.7%+17.9pp | 69.5%+28.0pp |
| Annual return | 9.32% | 23.30%-14.0pp | 335.08%-325.8pp | 73.14%-63.8pp |
| Employer contribution / active EE | $6,268 | $2,223+181.9% | $3,786+65.6% | $2,342+167.6% |
| Participant deferral / active EE | $5,495 | $3,297+66.6% | $4,482+22.6% | $3,332+64.9% |
| Admin fee / account holder | $6,710 | $5,065+32.5% | $8,020-16.3% | $4,645+44.5% |