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 | $225,240 | $84,233+167.4% | $170,442+32.2% | $70,131+221.2% |
| Participation rate | 94.7% | 70.8%+23.9pp | 83.6%+11.1pp | 69.5%+25.2pp |
| Annual return | 10.70% | 23.06%-12.4pp | 205.93%-195.2pp | 73.14%-62.4pp |
| Employer contribution / active EE | $7,450 | $3,387+120.0% | $5,433+37.1% | $2,342+218.0% |
| Participant deferral / active EE | $5,245 | $3,086+70.0% | $4,939+6.2% | $3,332+57.4% |
| Admin fee / account holder | $33,575 | $5,698+489.2% | $13,880+141.9% | $4,645+622.8% |