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 | $192,687 | $85,766+124.7% | $136,294+41.4% | $70,131+174.8% |
| Participation rate | 96.8% | 74.2%+22.6pp | 81.9%+14.9pp | 69.5%+27.2pp |
| Annual return | 11.17% | 31.45%-20.3pp | 5155.94%-5144.8pp | 73.14%-62.0pp |
| Employer contribution / active EE | $9,969 | $2,966+236.1% | $4,695+112.3% | $2,342+325.6% |
| Participant deferral / active EE | $7,860 | $5,051+55.6% | $6,247+25.8% | $3,332+135.9% |
| Admin fee / account holder | $10,069 | $5,420+85.8% | $9,243+8.9% | $4,645+116.8% |