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 | $216,183 | $109,881+96.7% | $150,045+44.1% | $84,808+154.9% |
| Participation rate | 93.2% | 76.1%+17.1pp | 82.3%+10.9pp | 68.3%+24.9pp |
| Annual return | 10.99% | 28.25%-17.3pp | 62.55%-51.6pp | 40.90%-29.9pp |
| Employer contribution / active EE | $5,340 | $3,561+50.0% | $4,693+13.8% | $2,631+103.0% |
| Participant deferral / active EE | $11,105 | $6,636+67.3% | $7,997+38.9% | $4,212+163.7% |
| Admin fee / account holder | $32,073 | $8,568+274.3% | $13,435+138.7% | $7,344+336.7% |