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 | $209,388 | $85,766+144.1% | $136,294+53.6% | $70,131+198.6% |
| Participation rate | 92.9% | 74.2%+18.7pp | 81.9%+10.9pp | 69.5%+23.3pp |
| Annual return | 10.29% | 31.45%-21.2pp | 5155.94%-5145.6pp | 73.14%-62.8pp |
| Employer contribution / active EE | $2,755 | $2,966-7.1% | $4,695-41.3% | $2,342+17.6% |
| Participant deferral / active EE | $12,266 | $5,051+142.8% | $6,247+96.3% | $3,332+268.1% |
| Admin fee / account holder | $41,119 | $5,420+658.6% | $9,243+344.8% | $4,645+785.2% |