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 | $202,831 | $109,413+85.4% | $156,263+29.8% | $84,808+139.2% |
| Participation rate | 92.1% | 72.7%+19.4pp | 78.9%+13.2pp | 68.3%+23.8pp |
| Annual return | 11.25% | 20.18%-8.9pp | 59.47%-48.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $10,911 | $2,907+275.4% | $4,333+151.8% | $2,631+314.7% |
| Participant deferral / active EE | $8,596 | $4,590+87.3% | $6,158+39.6% | $4,212+104.1% |
| Admin fee / account holder | $65,623 | $9,357+601.3% | $14,255+360.4% | $7,344+793.6% |