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 | $240,433 | $54,705+339.5% | $71,209+237.6% | $84,808+183.5% |
| Participation rate | 84.8% | 64.1%+20.8pp | 73.8%+11.1pp | 68.3%+16.5pp |
| Annual return | 10.38% | 35.90%-25.5pp | 282.51%-272.1pp | 40.90%-30.5pp |
| Employer contribution / active EE | $5,099 | $2,158+136.3% | $2,721+87.4% | $2,631+93.8% |
| Participant deferral / active EE | $10,538 | $3,030+247.8% | $4,175+152.4% | $4,212+150.2% |
| Admin fee / account holder | $69,115 | $4,863+1321.1% | $5,349+1192.2% | $7,344+841.1% |