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 | $222,094 | $98,750+124.9% | $149,696+48.4% | $79,858+178.1% |
| Participation rate | 90.7% | 75.8%+14.9pp | 82.5%+8.2pp | 69.6%+21.1pp |
| Annual return | 7.85% | 27.43%-19.6pp | 276.60%-268.8pp | 31.71%-23.9pp |
| Employer contribution / active EE | $11,169 | $3,216+247.3% | $4,644+140.5% | $2,471+352.1% |
| Participant deferral / active EE | $10,786 | $5,680+89.9% | $6,842+57.6% | $3,740+188.4% |
| Admin fee / account holder | $31,955 | $6,053+428.0% | $9,309+243.3% | $5,306+502.2% |