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 | $219,755 | $78,422+180.2% | $95,952+129.0% | $79,858+175.2% |
| Participation rate | 90.6% | 73.5%+17.1pp | 77.1%+13.6pp | 69.6%+21.0pp |
| Annual return | 9.11% | 19.37%-10.3pp | 91.61%-82.5pp | 31.71%-22.6pp |
| Employer contribution / active EE | $3,887 | $1,945+99.8% | $2,541+53.0% | $2,471+57.3% |
| Participant deferral / active EE | $7,502 | $3,440+118.1% | $4,167+80.0% | $3,740+100.6% |
| Admin fee / account holder | $1,916 | $5,622-65.9% | $6,795-71.8% | $5,306-63.9% |