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 | $237,755 | $125,758+89.1% | $169,993+39.9% | $75,163+216.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 12.56% | 27.20%-14.6pp | 53.37%-40.8pp | 160.62%-148.1pp |
| Employer contribution / active EE | $5,761 | $4,615+24.8% | $6,785-15.1% | $2,670+115.8% |
| Participant deferral / active EE | $7,809 | $6,837+14.2% | $10,408-25.0% | $4,125+89.3% |
| Admin fee / account holder | $1,315 | $8,173-83.9% | $12,815-89.7% | $5,651-76.7% |