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 | $221,547 | $89,753+146.8% | $107,525+106.0% | $84,808+161.2% |
| Participation rate | 93.2% | 68.1%+25.1pp | 75.1%+18.1pp | 68.3%+24.9pp |
| Annual return | 8.54% | 29.48%-20.9pp | 181.32%-172.8pp | 40.90%-32.4pp |
| Employer contribution / active EE | $12,500 | $3,113+301.5% | $3,754+233.0% | $2,631+375.1% |
| Participant deferral / active EE | $5,318 | $4,056+31.1% | $5,116+4.0% | $4,212+26.3% |
| Admin fee / account holder | $3,531 | $7,222-51.1% | $8,919-60.4% | $7,344-51.9% |