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 | $194,918 | $85,766+127.3% | $136,294+43.0% | $70,131+177.9% |
| Participation rate | 96.7% | 74.2%+22.5pp | 81.9%+14.7pp | 69.5%+27.1pp |
| Annual return | 11.65% | 31.45%-19.8pp | 5155.94%-5144.3pp | 73.14%-61.5pp |
| Employer contribution / active EE | $8,432 | $2,966+184.3% | $4,695+79.6% | $2,342+260.0% |
| Participant deferral / active EE | $10,502 | $5,051+107.9% | $6,247+68.1% | $3,332+215.2% |
| Admin fee / account holder | $2,401 | $5,420-55.7% | $9,243-74.0% | $4,645-48.3% |