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 | $192,836 | $80,717+138.9% | $154,803+24.6% | $84,808+127.4% |
| Participation rate | 73.1% | 66.8%+6.3pp | 78.1%-5.0pp | 68.3%+4.8pp |
| Annual return | 12.85% | 37.96%-25.1pp | 58.88%-46.0pp | 40.90%-28.0pp |
| Employer contribution / active EE | $5,637 | $2,761+104.1% | $4,305+30.9% | $2,631+114.3% |
| Participant deferral / active EE | $4,926 | $3,303+49.1% | $5,540-11.1% | $4,212+17.0% |
| Admin fee / account holder | $22,210 | $6,746+229.2% | $14,329+55.0% | $7,344+202.4% |