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 | $204,660 | $81,248+151.9% | $155,509+31.6% | $80,856+153.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 9.30% | 33.31%-24.0pp | 64.67%-55.4pp | 35.59%-26.3pp |
| Employer contribution / active EE | $2,694 | $3,100-13.1% | $4,672-42.3% | $2,755-2.2% |
| Participant deferral / active EE | $6,183 | $3,452+79.1% | $5,626+9.9% | $4,296+43.9% |
| Admin fee / account holder | $3,971 | $7,997-50.3% | $15,912-75.0% | $6,918-42.6% |