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 | $238,167 | $106,515+123.6% | $96,683+146.3% | $139,434+70.8% |
| Participation rate | 94.1% | 77.8%+16.3pp | 74.3%+19.8pp | 80.3%+13.8pp |
| Annual return | 9.80% | 38.43%-28.6pp | 35.69%-25.9pp | 372.94%-363.1pp |
| Employer contribution / active EE | $11,599 | $4,103+182.7% | $3,737+210.4% | $4,751+144.1% |
| Participant deferral / active EE | $4,142 | $5,454-24.1% | $4,878-15.1% | $6,710-38.3% |
| Admin fee / account holder | $9,906 | $7,877+25.8% | $6,730+47.2% | $11,403-13.1% |