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 | $238,250 | $80,717+195.2% | $154,803+53.9% | $84,808+180.9% |
| Participation rate | 89.3% | 66.8%+22.5pp | 78.1%+11.2pp | 68.3%+21.0pp |
| Annual return | 9.39% | 37.96%-28.6pp | 58.88%-49.5pp | 40.90%-31.5pp |
| Employer contribution / active EE | $4,637 | $2,761+67.9% | $4,305+7.7% | $2,631+76.3% |
| Participant deferral / active EE | $4,656 | $3,303+41.0% | $5,540-16.0% | $4,212+10.6% |
| Admin fee / account holder | $3,050 | $6,746-54.8% | $14,329-78.7% | $7,344-58.5% |