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 | $245,083 | $93,571+161.9% | $135,903+80.3% | $75,163+226.1% |
| Participation rate | 88.0% | 75.2%+12.8pp | 81.9%+6.1pp | 67.2%+20.8pp |
| Annual return | 13.54% | 30.90%-17.4pp | 68.23%-54.7pp | 160.62%-147.1pp |
| Employer contribution / active EE | $13,323 | $3,537+276.7% | $4,856+174.4% | $2,670+399.0% |
| Participant deferral / active EE | $6,813 | $6,404+6.4% | $7,758-12.2% | $4,125+65.2% |
| Admin fee / account holder | $13,750 | $6,975+97.1% | $10,762+27.8% | $5,651+143.3% |