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 9-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 | $208,252 | $138,347+50.5% | $184,203+13.1% | $80,856+157.6% |
| Participation rate | 89.3% | 83.9%+5.4pp | 86.8%+2.5pp | 67.6%+21.6pp |
| Annual return | 9.43% | 20.02%-10.6pp | 28.81%-19.4pp | 35.59%-26.2pp |
| Employer contribution / active EE | $7,125 | $4,850+46.9% | $6,427+10.9% | $2,755+158.6% |
| Participant deferral / active EE | $9,514 | $7,071+34.6% | $9,131+4.2% | $4,296+121.5% |
| Admin fee / account holder | $69,008 | $10,483+558.3% | $13,901+396.4% | $6,918+897.5% |