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 | $210,405 | $78,422+168.3% | $95,952+119.3% | $79,858+163.5% |
| Participation rate | 97.5% | 73.5%+24.0pp | 77.1%+20.5pp | 69.6%+27.9pp |
| Annual return | 7.68% | 19.37%-11.7pp | 91.61%-83.9pp | 31.71%-24.0pp |
| Employer contribution / active EE | $5,556 | $1,945+185.6% | $2,541+118.6% | $2,471+124.8% |
| Participant deferral / active EE | $6,612 | $3,440+92.2% | $4,167+58.7% | $3,740+76.8% |
| Admin fee / account holder | $10,990 | $5,622+95.5% | $6,795+61.7% | $5,306+107.1% |