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 | $226,643 | $85,766+164.3% | $136,294+66.3% | $70,131+223.2% |
| Participation rate | 97.4% | 74.2%+23.2pp | 81.9%+15.5pp | 69.5%+27.9pp |
| Annual return | 13.19% | 31.45%-18.3pp | 5155.94%-5142.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $45,780 | $2,966+1443.4% | $4,695+875.0% | $2,342+1854.4% |
| Participant deferral / active EE | $10,410 | $5,051+106.1% | $6,247+66.6% | $3,332+212.4% |
| Admin fee / account holder | $14,850 | $5,420+174.0% | $9,243+60.7% | $4,645+219.7% |