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 | $217,925 | $73,933+194.8% | $96,683+125.4% | $75,163+189.9% |
| Participation rate | 97.5% | 66.4%+31.1pp | 74.3%+23.2pp | 67.2%+30.3pp |
| Annual return | 11.29% | 26.70%-15.4pp | 35.69%-24.4pp | 160.62%-149.3pp |
| Employer contribution / active EE | $17,908 | $2,928+511.7% | $3,737+379.2% | $2,670+570.7% |
| Participant deferral / active EE | $6,261 | $3,659+71.1% | $4,878+28.4% | $4,125+51.8% |
| Admin fee / account holder | $16,841 | $5,216+222.9% | $6,730+150.3% | $5,651+198.0% |