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 | $183,636 | $72,277+154.1% | $101,248+81.4% | $79,858+130.0% |
| Participation rate | 98.6% | 68.5%+30.2pp | 75.8%+22.8pp | 69.6%+29.0pp |
| Annual return | 10.50% | 22.30%-11.8pp | 46.47%-36.0pp | 31.71%-21.2pp |
| Employer contribution / active EE | $11,168 | $2,692+314.9% | $3,660+205.2% | $2,471+352.0% |
| Participant deferral / active EE | $6,748 | $3,282+105.6% | $4,370+54.4% | $3,740+80.4% |
| Admin fee / account holder | $11,936 | $4,400+171.3% | $5,945+100.8% | $5,306+124.9% |