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 | $197,638 | $98,750+100.1% | $149,696+32.0% | $79,858+147.5% |
| Participation rate | 91.4% | 75.8%+15.7pp | 82.5%+9.0pp | 69.6%+21.8pp |
| Annual return | 10.66% | 27.43%-16.8pp | 276.60%-265.9pp | 31.71%-21.1pp |
| Employer contribution / active EE | $1,857 | $3,216-42.3% | $4,644-60.0% | $2,471-24.8% |
| Participant deferral / active EE | $9,330 | $5,680+64.3% | $6,842+36.4% | $3,740+149.5% |
| Admin fee / account holder | $2,694 | $6,053-55.5% | $9,309-71.1% | $5,306-49.2% |