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 | $179,234 | $80,673+122.2% | $101,326+76.9% | $84,808+111.3% |
| Participation rate | 97.6% | 77.8%+19.8pp | 81.5%+16.1pp | 68.3%+29.2pp |
| Annual return | 13.39% | 38.95%-25.6pp | 36.82%-23.4pp | 40.90%-27.5pp |
| Employer contribution / active EE | $10,683 | $2,698+296.0% | $3,665+191.5% | $2,631+306.0% |
| Participant deferral / active EE | $8,939 | $6,840+30.7% | $7,994+11.8% | $4,212+112.3% |
| Admin fee / account holder | $1,116 | $12,784-91.3% | $11,185-90.0% | $7,344-84.8% |