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 9-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 | $189,122 | $98,750+91.5% | $149,696+26.3% | $79,858+136.8% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.5%+16.4pp | 69.6%+29.2pp |
| Annual return | 11.31% | 27.43%-16.1pp | 276.60%-265.3pp | 31.71%-20.4pp |
| Employer contribution / active EE | $4,977 | $3,216+54.7% | $4,644+7.2% | $2,471+101.4% |
| Participant deferral / active EE | $9,572 | $5,680+68.5% | $6,842+39.9% | $3,740+155.9% |
| Admin fee / account holder | $10,565 | $6,053+74.6% | $9,309+13.5% | $5,306+99.1% |