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 | $249,074 | $98,750+152.2% | $149,696+66.4% | $79,858+211.9% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.6%+27.9pp |
| Annual return | 10.80% | 27.43%-16.6pp | 276.60%-265.8pp | 31.71%-20.9pp |
| Employer contribution / active EE | $3,445 | $3,216+7.1% | $4,644-25.8% | $2,471+39.4% |
| Participant deferral / active EE | $8,578 | $5,680+51.0% | $6,842+25.4% | $3,740+129.4% |
| Admin fee / account holder | $18,345 | $6,053+203.1% | $9,309+97.1% | $5,306+245.7% |