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 | $241,125 | $109,881+119.4% | $150,045+60.7% | $84,808+184.3% |
| Participation rate | 94.7% | 76.1%+18.6pp | 82.3%+12.4pp | 68.3%+26.4pp |
| Annual return | 14.09% | 28.25%-14.2pp | 62.55%-48.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $7,717 | $3,561+116.7% | $4,693+64.4% | $2,631+193.3% |
| Participant deferral / active EE | $9,210 | $6,636+38.8% | $7,997+15.2% | $4,212+118.7% |
| Admin fee / account holder | $41,878 | $8,568+388.8% | $13,435+211.7% | $7,344+470.2% |