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 | $183,752 | $74,927+145.2% | $101,794+80.5% | $84,808+116.7% |
| Participation rate | 83.3% | 61.4%+21.9pp | 69.2%+14.1pp | 68.3%+15.0pp |
| Annual return | 10.07% | 18.70%-8.6pp | 30.53%-20.5pp | 40.90%-30.8pp |
| Employer contribution / active EE | $5,781 | $1,522+279.8% | $2,289+152.5% | $2,631+119.7% |
| Participant deferral / active EE | $3,456 | $3,099+11.5% | $4,084-15.4% | $4,212-17.9% |
| Admin fee / account holder | $3,546 | $6,514-45.6% | $8,777-59.6% | $7,344-51.7% |