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 | $237,973 | $64,348+269.8% | $90,160+163.9% | $70,131+239.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.26% | 28.13%-14.9pp | 34.88%-21.6pp | 73.14%-59.9pp |
| Employer contribution / active EE | $15,746 | $2,046+669.7% | $3,318+374.6% | $2,342+572.2% |
| Participant deferral / active EE | $6,860 | $4,389+56.3% | $5,288+29.7% | $3,332+105.9% |
| Admin fee / account holder | $2,350 | $3,944-40.4% | $5,943-60.5% | $4,645-49.4% |