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 | $195,118 | $98,750+97.6% | $149,696+30.3% | $79,858+144.3% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.5%+16.1pp | 69.6%+29.0pp |
| Annual return | 5.72% | 27.43%-21.7pp | 276.60%-270.9pp | 31.71%-26.0pp |
| Employer contribution / active EE | $5,819 | $3,216+80.9% | $4,644+25.3% | $2,471+135.5% |
| Participant deferral / active EE | $10,082 | $5,680+77.5% | $6,842+47.4% | $3,740+169.6% |
| Admin fee / account holder | $5,653 | $6,053-6.6% | $9,309-39.3% | $5,306+6.5% |