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 | $202,701 | $89,355+126.9% | $141,162+43.6% | $72,985+177.7% |
| Participation rate | 84.0% | 75.1%+8.9pp | 82.5%+1.5pp | 69.5%+14.5pp |
| Annual return | 16.21% | 111.85%-95.6pp | 71.39%-55.2pp | 81.00%-64.8pp |
| Employer contribution / active EE | $1,825 | $3,114-41.4% | $4,735-61.4% | $2,440-25.2% |
| Participant deferral / active EE | $6,511 | $5,418+20.2% | $6,709-3.0% | $3,607+80.5% |
| Admin fee / account holder | $11,771 | $5,958+97.6% | $10,261+14.7% | $5,124+129.7% |