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 | $225,647 | $89,753+151.4% | $107,525+109.9% | $84,808+166.1% |
| Participation rate | 89.5% | 68.1%+21.4pp | 75.1%+14.4pp | 68.3%+21.2pp |
| Annual return | 12.24% | 29.48%-17.2pp | 181.32%-169.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $6,260 | $3,113+101.1% | $3,754+66.8% | $2,631+137.9% |
| Participant deferral / active EE | $8,197 | $4,056+102.1% | $5,116+60.2% | $4,212+94.6% |
| Admin fee / account holder | $38,691 | $7,222+435.7% | $8,919+333.8% | $7,344+426.9% |