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 | $239,825 | $89,753+167.2% | $107,525+123.0% | $84,808+182.8% |
| Participation rate | 97.7% | 68.1%+29.6pp | 75.1%+22.6pp | 68.3%+29.4pp |
| Annual return | 10.60% | 29.48%-18.9pp | 181.32%-170.7pp | 40.90%-30.3pp |
| Employer contribution / active EE | $4,691 | $3,113+50.7% | $3,754+25.0% | $2,631+78.3% |
| Participant deferral / active EE | $9,370 | $4,056+131.0% | $5,116+83.2% | $4,212+122.5% |
| Admin fee / account holder | $3,294 | $7,222-54.4% | $8,919-63.1% | $7,344-55.1% |