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 | $231,833 | $109,881+111.0% | $150,045+54.5% | $84,808+173.4% |
| Participation rate | 90.0% | 76.1%+13.9pp | 82.3%+7.7pp | 68.3%+21.7pp |
| Annual return | 13.80% | 28.25%-14.4pp | 62.55%-48.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $12,689 | $3,561+256.3% | $4,693+170.4% | $2,631+382.3% |
| Participant deferral / active EE | $9,421 | $6,636+42.0% | $7,997+17.8% | $4,212+123.7% |
| Admin fee / account holder | $4,199 | $8,568-51.0% | $13,435-68.7% | $7,344-42.8% |