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 | $193,066 | $80,717+139.2% | $154,803+24.7% | $84,808+127.7% |
| Participation rate | 89.7% | 66.8%+22.8pp | 78.1%+11.6pp | 68.3%+21.3pp |
| Annual return | 9.36% | 37.96%-28.6pp | 58.88%-49.5pp | 40.90%-31.5pp |
| Employer contribution / active EE | $4,649 | $2,761+68.4% | $4,305+8.0% | $2,631+76.7% |
| Participant deferral / active EE | $3,957 | $3,303+19.8% | $5,540-28.6% | $4,212-6.0% |
| Admin fee / account holder | $67,679 | $6,746+903.3% | $14,329+372.3% | $7,344+821.6% |