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 | $190,551 | $89,355+113.3% | $141,162+35.0% | $72,985+161.1% |
| Participation rate | 98.5% | 75.1%+23.4pp | 82.5%+16.1pp | 69.5%+29.0pp |
| Annual return | 5.82% | 111.85%-106.0pp | 71.39%-65.6pp | 81.00%-75.2pp |
| Employer contribution / active EE | $5,934 | $3,114+90.5% | $4,735+25.3% | $2,440+143.2% |
| Participant deferral / active EE | $8,936 | $5,418+64.9% | $6,709+33.2% | $3,607+147.7% |
| Admin fee / account holder | $21,524 | $5,958+261.3% | $10,261+109.8% | $5,124+320.0% |