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 | $203,402 | $101,724+100.0% | $164,813+23.4% | $80,856+151.6% |
| Participation rate | 84.0% | 71.8%+12.2pp | 78.6%+5.4pp | 67.6%+16.4pp |
| Annual return | 10.31% | 16.72%-6.4pp | 69.93%-59.6pp | 35.59%-25.3pp |
| Employer contribution / active EE | $7,076 | $2,953+139.6% | $4,341+63.0% | $2,755+156.9% |
| Participant deferral / active EE | $10,156 | $4,477+126.8% | $6,031+68.4% | $4,296+136.4% |
| Admin fee / account holder | $97,066 | $8,227+1079.8% | $12,690+664.9% | $6,918+1303.1% |