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 | $162,202 | $102,317+58.5% | $146,958+10.4% | $80,856+100.6% |
| Participation rate | 86.0% | 75.8%+10.2pp | 82.2%+3.9pp | 67.6%+18.4pp |
| Annual return | 8.79% | 134.76%-126.0pp | 418.34%-409.5pp | 35.59%-26.8pp |
| Employer contribution / active EE | $6,553 | $3,713+76.5% | $4,933+32.9% | $2,755+137.9% |
| Participant deferral / active EE | $7,496 | $6,644+12.8% | $8,070-7.1% | $4,296+74.5% |
| Admin fee / account holder | $11,542 | $7,941+45.3% | $12,998-11.2% | $6,918+66.8% |