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 | $217,614 | $109,881+98.0% | $150,045+45.0% | $84,808+156.6% |
| Participation rate | 87.9% | 76.1%+11.8pp | 82.3%+5.6pp | 68.3%+19.6pp |
| Annual return | 11.95% | 28.25%-16.3pp | 62.55%-50.6pp | 40.90%-28.9pp |
| Employer contribution / active EE | $8,573 | $3,561+140.7% | $4,693+82.7% | $2,631+225.8% |
| Participant deferral / active EE | $3,498 | $6,636-47.3% | $7,997-56.3% | $4,212-16.9% |
| Admin fee / account holder | $195,870 | $8,568+2186.1% | $13,435+1357.9% | $7,344+2567.2% |