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 | $221,357 | $80,673+174.4% | $101,326+118.5% | $84,808+161.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 13.97% | 38.95%-25.0pp | 36.82%-22.8pp | 40.90%-26.9pp |
| Employer contribution / active EE | $4,466 | $2,698+65.6% | $3,665+21.9% | $2,631+69.8% |
| Participant deferral / active EE | $8,605 | $6,840+25.8% | $7,994+7.6% | $4,212+104.3% |
| Admin fee / account holder | $19,128 | $12,784+49.6% | $11,185+71.0% | $7,344+160.5% |