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 | $240,471 | $109,881+118.8% | $150,045+60.3% | $84,808+183.5% |
| Participation rate | 88.0% | 76.1%+11.9pp | 82.3%+5.7pp | 68.3%+19.7pp |
| Annual return | 9.97% | 28.25%-18.3pp | 62.55%-52.6pp | 40.90%-30.9pp |
| Employer contribution / active EE | $1,907 | $3,561-46.4% | $4,693-59.4% | $2,631-27.5% |
| Participant deferral / active EE | $9,161 | $6,636+38.1% | $7,997+14.6% | $4,212+117.5% |
| Admin fee / account holder | $28,631 | $8,568+234.2% | $13,435+113.1% | $7,344+289.9% |