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 | $212,804 | $125,758+69.2% | $169,993+25.2% | $75,163+183.1% |
| Participation rate | 97.4% | 83.6%+13.8pp | 87.0%+10.4pp | 67.2%+30.2pp |
| Annual return | 12.21% | 27.20%-15.0pp | 53.37%-41.2pp | 160.62%-148.4pp |
| Employer contribution / active EE | $7,601 | $4,615+64.7% | $6,785+12.0% | $2,670+184.7% |
| Participant deferral / active EE | $12,743 | $6,837+86.4% | $10,408+22.4% | $4,125+208.9% |
| Admin fee / account holder | $35,502 | $8,173+334.4% | $12,815+177.0% | $5,651+528.2% |