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 | $229,868 | $109,881+109.2% | $150,045+53.2% | $84,808+171.0% |
| Participation rate | 88.5% | 76.1%+12.4pp | 82.3%+6.1pp | 68.3%+20.2pp |
| Annual return | -11.06% | 28.25%-39.3pp | 62.55%-73.6pp | 40.90%-52.0pp |
| Employer contribution / active EE | $6,947 | $3,561+95.1% | $4,693+48.0% | $2,631+164.0% |
| Participant deferral / active EE | $10,872 | $6,636+63.8% | $7,997+35.9% | $4,212+158.1% |
| Admin fee / account holder | $6,679 | $8,568-22.1% | $13,435-50.3% | $7,344-9.1% |