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 | $196,639 | $80,717+143.6% | $154,803+27.0% | $84,808+131.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 12.41% | 37.96%-25.5pp | 58.88%-46.5pp | 40.90%-28.5pp |
| Employer contribution / active EE | $7,089 | $2,761+156.7% | $4,305+64.7% | $2,631+169.4% |
| Participant deferral / active EE | $8,538 | $3,303+158.5% | $5,540+54.1% | $4,212+102.7% |
| Admin fee / account holder | $22,370 | $6,746+231.6% | $14,329+56.1% | $7,344+204.6% |