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 | $232,995 | $95,416+144.2% | $185,823+25.4% | $85,850+171.4% |
| Participation rate | 97.7% | 68.8%+28.9pp | 81.7%+16.0pp | 69.3%+28.4pp |
| Annual return | 5.65% | 23.59%-17.9pp | 122.05%-116.4pp | 318.53%-312.9pp |
| Employer contribution / active EE | $7,994 | $3,314+141.2% | $5,167+54.7% | $2,565+211.7% |
| Participant deferral / active EE | $4,370 | $3,423+27.6% | $5,568-21.5% | $3,952+10.6% |
| Admin fee / account holder | $750 | $7,213-89.6% | $16,237-95.4% | $6,260-88.0% |