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 | $243,074 | $109,881+121.2% | $150,045+62.0% | $84,808+186.6% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 13.05% | 28.25%-15.2pp | 62.55%-49.5pp | 40.90%-27.8pp |
| Employer contribution / active EE | $7,264 | $3,561+104.0% | $4,693+54.8% | $2,631+176.1% |
| Participant deferral / active EE | $8,652 | $6,636+30.4% | $7,997+8.2% | $4,212+105.4% |
| Admin fee / account holder | $16,076 | $8,568+87.6% | $13,435+19.7% | $7,344+118.9% |