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 | $190,837 | $116,175+64.3% | $93,606+103.9% | $152,861+24.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 3.70% | 35.96%-32.3pp | 32.76%-29.1pp | 345.32%-341.6pp |
| Employer contribution / active EE | $15,909 | $3,218+394.4% | $2,718+485.3% | $4,762+234.1% |
| Participant deferral / active EE | $5,794 | $4,603+25.9% | $4,069+42.4% | $5,850-1.0% |
| Admin fee / account holder | $10,208 | $10,748-5.0% | $7,888+29.4% | $11,596-12.0% |