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 | $209,282 | $98,750+111.9% | $149,696+39.8% | $79,858+162.1% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.5%+10.1pp | 69.6%+23.0pp |
| Annual return | 10.07% | 27.43%-17.4pp | 276.60%-266.5pp | 31.71%-21.6pp |
| Employer contribution / active EE | $4,663 | $3,216+45.0% | $4,644+0.4% | $2,471+88.7% |
| Participant deferral / active EE | $8,367 | $5,680+47.3% | $6,842+22.3% | $3,740+123.7% |
| Admin fee / account holder | $2,949 | $6,053-51.3% | $9,309-68.3% | $5,306-44.4% |