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 | $198,263 | $91,190+117.4% | $178,490+11.1% | $79,858+148.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 2.82% | 24.19%-21.4pp | 151.07%-148.2pp | 31.71%-28.9pp |
| Employer contribution / active EE | $7,302 | $3,256+124.3% | $5,011+45.7% | $2,471+195.5% |
| Participant deferral / active EE | $5,483 | $3,236+69.4% | $5,202+5.4% | $3,740+46.6% |
| Admin fee / account holder | $5,467 | $6,751-19.0% | $13,984-60.9% | $5,306+3.0% |