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 | $236,212 | $109,881+115.0% | $150,045+57.4% | $84,808+178.5% |
| Participation rate | 90.1% | 76.1%+14.0pp | 82.3%+7.8pp | 68.3%+21.8pp |
| Annual return | 13.35% | 28.25%-14.9pp | 62.55%-49.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $4,974 | $3,561+39.7% | $4,693+6.0% | $2,631+89.0% |
| Participant deferral / active EE | $6,014 | $6,636-9.4% | $7,997-24.8% | $4,212+42.8% |
| Admin fee / account holder | $33,905 | $8,568+295.7% | $13,435+152.4% | $7,344+361.7% |