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 | $189,671 | $77,899+143.5% | $149,673+26.7% | $75,163+152.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 10.39% | 31.72%-21.3pp | 134.42%-124.0pp | 160.62%-150.2pp |
| Employer contribution / active EE | $7,016 | $3,137+123.6% | $4,818+45.6% | $2,670+162.8% |
| Participant deferral / active EE | $8,333 | $3,411+144.3% | $5,680+46.7% | $4,125+102.0% |
| Admin fee / account holder | $741 | $5,956-87.6% | $13,210-94.4% | $5,651-86.9% |